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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 | $13,850 | $166,242-91.7% | $165,071-91.6% | $145,884-90.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 18.91% | 100.44%-81.5pp | 70.17%-51.3pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,254 | $6,964-53.3% | $6,035-46.1% | $6,690-51.4% |
| Admin fee / account holder | $51 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |