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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,601 | $80,992-80.7% | $96,534-83.8% | $75,173-79.2% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 21.41% | 27.05%-5.6pp | 25.88%-4.5pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,219 | $3,929-18.1% | $4,851-33.6% | $4,126-22.0% |
| Admin fee / account holder | $137 | $6,717-98.0% | $8,253-98.3% | $5,651-97.6% |