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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 | $5,903 | $61,125-90.3% | $94,057-93.7% | $87,485-93.3% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.3%+5.2pp | 68.9%+9.6pp |
| Annual return | 22.86% | 35.20%-12.3pp | 480.62%-457.8pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,298 | $3,260-60.2% | $4,709-72.4% | $4,274-69.6% |
| Admin fee / account holder | $76 | $5,629-98.7% | $7,244-99.0% | $7,775-99.0% |