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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 | $2,541 | $78,690-96.8% | $161,489-98.4% | $87,485-97.1% |
| Participation rate | 77.6% | 67.5%+10.1pp | 78.7%-1.1pp | 68.9%+8.7pp |
| Annual return | 34.44% | 32.74%+1.7pp | 89.72%-55.3pp | 26.06%+8.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,147 | $3,311-65.3% | $5,630-79.6% | $4,274-73.2% |
| Admin fee / account holder | $87 | $6,724-98.7% | $16,006-99.5% | $7,775-98.9% |