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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 | $13,331 | $166,268-92.0% | $165,100-91.9% | $145,897-90.9% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 21.83% | 100.52%-78.7pp | 70.21%-48.4pp | 552.29%-530.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,323 | $6,964-9.2% | $6,035+4.8% | $6,689-5.5% |
| Admin fee / account holder | $78 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |