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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 | $4,615 | $149,040-96.9% | $120,225-96.2% | $137,256-96.6% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.61% | 605.68%-590.1pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,780 | $4,655-61.8% | $3,999-55.5% | $6,407-72.2% |
| Admin fee / account holder | $152 | $6,348-97.6% | $5,696-97.3% | $12,270-98.8% |