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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 | $5,500 | $92,798-94.1% | $96,707-94.3% | $137,256-96.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 21.33% | 31.24%-9.9pp | 34.78%-13.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,023 | $5,877-48.6% | $5,997-49.6% | $6,407-52.8% |
| Admin fee / account holder | $39 | $7,946-99.5% | $7,503-99.5% | $12,270-99.7% |