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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 | $6,733 | $160,040-95.8% | $147,096-95.4% | $145,877-95.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.52% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,073 | $5,289-60.8% | $4,936-58.0% | $4,663-55.6% |
| Participant deferral / active EE | $6,670 | $8,429-20.9% | $8,071-17.4% | $6,691-0.3% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |