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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 | $5,745 | $111,814-94.9% | $103,378-94.4% | $145,978-96.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 24.80%-7.5pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,793 | $5,618-68.1% | $5,058-64.5% | $6,690-73.2% |
| Admin fee / account holder | $63 | $9,764-99.4% | $8,401-99.2% | $13,400-99.5% |