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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 | $4,596 | $70,684-93.5% | $169,397-97.3% | $75,177-93.9% |
| Participation rate | 74.3% | 64.8%+9.5pp | 77.2%-2.9pp | 67.2%+7.1pp |
| Annual return | 38.21% | 36.38%+1.8pp | 406.23%-368.0pp | 160.75%-122.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,523 | $4,310-41.5% | $6,223-59.5% | $4,126-38.9% |
| Admin fee / account holder | $71 | $5,404-98.7% | $9,017-99.2% | $5,651-98.7% |