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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 | $10,720 | $202,342-94.7% | $172,752-93.8% | $152,897-93.0% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.5%-1.5pp |
| Annual return | 37.69% | 1029.83%-992.1pp | 802.97%-765.3pp | 345.43%-307.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,511 | $5,948-7.4% | $5,198+6.0% | $5,851-5.8% |
| Admin fee / account holder | $131 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |