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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 | $11,074 | $107,363-89.7% | $92,909-88.1% | $152,897-92.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 54.43% | 145.63%-91.2pp | 109.44%-55.0pp | 345.43%-291.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,395 | $4,848-30.0% | $4,238-19.9% | $5,851-42.0% |
| Admin fee / account holder | $214 | $7,082-97.0% | $5,795-96.3% | $11,599-98.2% |