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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 | $111,785-97.8% | $93,669-97.3% | $145,877-98.3% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 17.95% | 203.79%-185.8pp | 133.59%-115.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,304 | $4,919-73.5% | $4,416-70.5% | $6,691-80.5% |
| Admin fee / account holder | $23 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |