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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 | $3,587 | $81,331-95.6% | $155,534-97.7% | $80,935-95.6% |
| Participation rate | 74.7% | 66.3%+8.4pp | 78.2%-3.6pp | 67.7%+7.0pp |
| Annual return | 17.61% | 33.37%-15.8pp | 64.92%-47.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,760 | $3,454-49.0% | $5,630-68.7% | $4,299-59.1% |
| Admin fee / account holder | $115 | $7,999-98.6% | $15,900-99.3% | $6,924-98.3% |