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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 | $6,221 | $125,778-95.1% | $114,563-94.6% | $154,746-96.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.9%+18.8pp | 80.7%+11.0pp |
| Annual return | 12.89% | 295.14%-282.2pp | 241.09%-228.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,344 | $4,445-69.8% | $4,142-67.6% | $6,730-80.0% |
| Admin fee / account holder | $207 | $8,190-97.5% | $7,623-97.3% | $14,365-98.6% |