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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 | $18,966 | $166,268-88.6% | $165,100-88.5% | $145,897-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.56% | 100.52%-85.0pp | 70.21%-54.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,691 | $6,964-3.9% | $6,035+10.9% | $6,6890% |
| Admin fee / account holder | $216 | $16,659-98.7% | $12,696-98.3% | $13,390-98.4% |