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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 | $7,912 | $108,897-92.7% | $100,378-92.1% | $145,877-94.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 58.17%-41.0pp | 49.41%-32.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,165 | $8,455-62.6% | $8,087-60.9% | $6,691-52.7% |
| Admin fee / account holder | $22 | $9,690-99.8% | $7,899-99.7% | $13,402-99.8% |