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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 | $7,761 | $162,812-95.2% | $133,971-94.2% | $158,966-95.1% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 64.07% | 41.94%+22.1pp | 45.09%+19.0pp | 302.95%-238.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,356 | $5,910-43.2% | $5,047-33.5% | $5,983-43.9% |
| Admin fee / account holder | $107 | $11,741-99.1% | $8,929-98.8% | $11,250-99.1% |