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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 | $1,002 | $41,016-97.6% | $152,093-99.3% | $64,097-98.4% |
| Participation rate | 78.5% | 51.3%+27.1pp | 77.8%+0.7pp | 55.2%+23.3pp |
| Annual return | 28.52% | 39.60%-11.1pp | 66.36%-37.8pp | 34.64%-6.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $637 | $1,927-66.9% | $5,451-88.3% | $3,080-79.3% |
| Admin fee / account holder | $98 | $2,305-95.8% | $14,497-99.3% | $3,454-97.2% |