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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 | $15,891 | $95,975-83.4% | $74,552-78.7% | $135,382-88.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 6.05% | 56.96%-50.9pp | 32.53%-26.5pp | 519.77%-513.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,949 | $3,844-49.3% | $3,108-37.3% | $5,609-65.3% |
| Admin fee / account holder | $195 | $6,522-97.0% | $5,060-96.1% | $10,829-98.2% |