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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 | $3,990 | $110,337-96.4% | $102,383-96.1% | $145,877-97.3% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 16.21% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,628 | $5,621-71.0% | $5,060-67.8% | $6,691-75.7% |
| Admin fee / account holder | $135 | $9,750-98.6% | $8,391-98.4% | $13,402-99.0% |