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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 | $76,407-96.7% | $150,298-98.3% | $82,448-96.9% |
| Participation rate | 77.6% | 66.4%+11.2pp | 77.8%-0.2pp | 68.1%+9.5pp |
| Annual return | 34.44% | 39.99%-5.6pp | 62.79%-28.3pp | 41.64%-7.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,147 | $3,214-64.3% | $5,453-79.0% | $4,139-72.3% |
| Admin fee / account holder | $87 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |