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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 | $6,612 | $156,398-95.8% | $147,318-95.5% | $138,895-95.2% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 25.41% | 78.75%-53.3pp | 70.43%-45.0pp | 145.39%-120.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,761 | $8,237-66.5% | $7,906-65.1% | $6,396-56.8% |
| Admin fee / account holder | $189 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |