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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 | $2,004 | $101,618-98.0% | $93,063-97.8% | $137,256-98.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 29.31% | 223.95%-194.6pp | 34.15%-4.8pp | 220.34%-191.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $734 | $4,279-82.8% | $3,958-81.5% | $6,407-88.5% |
| Admin fee / account holder | $69 | $6,198-98.9% | $6,033-98.9% | $12,270-99.4% |