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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 | $14,673 | $107,353-86.3% | $92,903-84.2% | $152,885-90.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.20% | 145.62%-120.4pp | 109.43%-84.2pp | 345.39%-320.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,858 | $4,848+20.8% | $4,238+38.2% | $5,851+0.1% |
| Admin fee / account holder | $84 | $7,081-98.8% | $5,795-98.5% | $11,598-99.3% |