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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 | $5,961 | $148,623-96.0% | $135,974-95.6% | $139,466-95.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 208.20% | 79.30%+128.9pp | 68.30%+139.9pp | 373.66%-165.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,537 | $8,103-31.7% | $7,760-28.6% | $6,712-17.5% |
| Admin fee / account holder | $209 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |