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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 | $2,495 | $111,878-97.8% | $93,727-97.3% | $145,897-98.3% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.1pp |
| Annual return | 17.95% | 204.28%-186.3pp | 133.83%-115.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,304 | $4,920-73.5% | $4,417-70.5% | $6,689-80.5% |
| Admin fee / account holder | $23 | $10,256-99.8% | $8,292-99.7% | $13,390-99.8% |