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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 | $1,917 | $57,590-96.7% | $86,233-97.8% | $82,448-97.7% |
| Participation rate | 82.1% | 57.9%+24.2pp | 69.0%+13.1pp | 68.1%+14.0pp |
| Annual return | 18.20% | 22.41%-4.2pp | 61.39%-43.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,105 | $3,080-64.1% | $4,559-75.8% | $4,139-73.3% |
| Admin fee / account holder | $209 | $4,730-95.6% | $8,342-97.5% | $7,234-97.1% |