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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 | $2,198 | $78,690-97.2% | $161,489-98.6% | $87,485-97.5% |
| Participation rate | 84.6% | 67.5%+17.2pp | 78.7%+5.9pp | 68.9%+15.7pp |
| Annual return | 29.98% | 32.74%-2.8pp | 89.72%-59.7pp | 26.06%+3.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,196 | $3,311-63.9% | $5,630-78.8% | $4,274-72.0% |
| Admin fee / account holder | $243 | $6,724-96.4% | $16,006-98.5% | $7,775-96.9% |