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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 | $3,789 | $110,379-96.6% | $102,412-96.3% | $145,884-97.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 17.84% | 24.84%-7.0pp | 24.94%-7.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,459 | $5,622-56.3% | $5,060-51.4% | $6,690-63.2% |
| Admin fee / account holder | $90 | $9,745-99.1% | $8,388-98.9% | $13,392-99.3% |