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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 | $2,774 | $84,236-96.7% | $170,439-98.4% | $70,124-96.0% |
| Participation rate | 81.3% | 70.8%+10.4pp | 83.6%-2.3pp | 69.5%+11.7pp |
| Annual return | 25.81% | 23.06%+2.8pp | 205.94%-180.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,301 | $3,086-57.9% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $134 | $5,698-97.6% | $13,881-99.0% | $4,645-97.1% |