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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 | $3,217 | $122,962-97.4% | $71,585-95.5% | $138,895-97.7% |
| Participation rate | 87.5% | 68.9%+18.6pp | 68.2%+19.3pp | 79.9%+7.6pp |
| Annual return | 23.43% | 37.84%-14.4pp | 59.26%-35.8pp | 145.39%-122.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,095 | $4,311-74.6% | $2,923-62.6% | $6,396-82.9% |
| Admin fee / account holder | $283 | $6,488-95.6% | $4,712-94.0% | $12,562-97.7% |