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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 | $58,848-96.7% | $88,179-97.8% | $82,637-97.7% |
| Participation rate | 82.1% | 57.9%+24.2pp | 69.1%+12.9pp | 68.1%+14.0pp |
| Annual return | 18.20% | 22.76%-4.6pp | 64.97%-46.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,105 | $3,124-64.6% | $4,614-76.0% | $4,126-73.2% |
| Admin fee / account holder | $209 | $4,795-95.6% | $7,673-97.3% | $7,339-97.1% |