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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 | $4,589 | $88,672-94.8% | $105,223-95.6% | $82,448-94.4% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 46.85% | 30.86%+16.0pp | 180.65%-133.8pp | 41.64%+5.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,129 | $4,036-47.3% | $5,072-58.0% | $4,139-48.6% |
| Admin fee / account holder | $177 | $7,146-97.5% | $8,859-98.0% | $7,234-97.6% |