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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 | $1,908 | $61,125-96.9% | $94,057-98.0% | $87,485-97.8% |
| Participation rate | 83.1% | 64.1%+19.1pp | 73.3%+9.8pp | 68.9%+14.2pp |
| Annual return | 39.81% | 35.20%+4.6pp | 480.62%-440.8pp | 26.06%+13.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,132 | $3,260-65.3% | $4,709-76.0% | $4,274-73.5% |
| Admin fee / account holder | $230 | $5,629-95.9% | $7,244-96.8% | $7,775-97.0% |