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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 | $7,026 | $115,225-93.9% | $100,712-93.0% | $138,895-94.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 24.19% | 40.35%-16.2pp | 33.27%-9.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,069 | $4,699-56.0% | $4,085-49.4% | $6,396-67.7% |
| Admin fee / account holder | $23 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |