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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 | $5,741 | $58,587-90.2% | $83,322-93.1% | $64,173-91.1% |
| Participation rate | 98.1% | 72.0%+26.1pp | 77.8%+20.3pp | 69.6%+28.5pp |
| Annual return | 59.74% | 9.65%+50.1pp | 10.64%+49.1pp | 7.63%+52.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,472 | $4,654+17.6% | $5,565-1.7% | $3,470+57.7% |
| Admin fee / account holder | $135 | $9,279-98.5% | $7,540-98.2% | $4,887-97.2% |