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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 | $4,358 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 27.77% | 39.99%-12.2pp | 62.79%-35.0pp | 41.64%-13.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,496 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $142 | $6,352-97.8% | $14,116-99.0% | $7,234-98.0% |