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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 | $2,586 | $51,207-94.9% | $70,565-96.3% | $75,177-96.6% |
| Participation rate | 97.0% | 61.0%+36.0pp | 68.4%+28.6pp | 67.2%+29.8pp |
| Annual return | 32.37% | 30.05%+2.3pp | 32.79%-0.4pp | 160.75%-128.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,466 | $2,850-13.5% | $4,568-46.0% | $4,126-40.2% |
| Admin fee / account holder | $270 | $4,097-93.4% | $6,430-95.8% | $5,651-95.2% |