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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 | $5,320 | $100,203-94.7% | $85,240-93.8% | $145,897-96.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.86% | 84.28%-66.4pp | 66.75%-48.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,312 | $5,299-37.5% | $4,527-26.8% | $6,689-50.5% |
| Admin fee / account holder | $61 | $7,265-99.2% | $6,165-99.0% | $13,390-99.5% |