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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 | $14,633 | $70,684-79.3% | $169,390-91.4% | $75,173-80.5% |
| Participation rate | 92.7% | 64.8%+27.9pp | 77.2%+15.5pp | 67.2%+25.5pp |
| Annual return | 19.73% | 36.38%-16.7pp | 406.07%-386.3pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,055 | $4,310-5.9% | $6,222-34.8% | $4,126-1.7% |
| Admin fee / account holder | $193 | $5,404-96.4% | $9,015-97.9% | $5,651-96.6% |