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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 | $162,136-95.9% | $152,301-95.7% | $154,746-95.7% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 25.41% | 91.02%-65.6pp | 80.50%-55.1pp | 172.34%-146.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,761 | $8,341-66.9% | $8,004-65.5% | $6,730-59.0% |
| Admin fee / account holder | $189 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |