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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 | $2,129 | $77,920-97.3% | $149,723-98.6% | $75,177-97.2% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 33.24% | 31.72%+1.5pp | 134.50%-101.3pp | 160.75%-127.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,511 | $3,411-55.7% | $5,682-73.4% | $4,126-63.4% |
| Admin fee / account holder | $278 | $5,951-95.3% | $13,215-97.9% | $5,651-95.1% |