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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 | $5,642 | $90,691-93.8% | $76,119-92.6% | $145,884-96.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 13.88% | 624.52%-610.6pp | 361.25%-347.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,666 | $5,167-67.7% | $4,259-60.9% | $6,690-75.1% |
| Admin fee / account holder | $21 | $8,383-99.7% | $6,421-99.7% | $13,392-99.8% |