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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 | $1,321 | $95,580-98.6% | $76,872-98.3% | $139,466-99.1% |
| Participation rate | 76.2% | 74.0%+2.2pp | 69.6%+6.6pp | 80.3%-4.1pp |
| Annual return | 119.31% | 55.00%+64.3pp | 37.90%+81.4pp | 373.66%-254.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $879 | $4,623-81.0% | $3,832-77.1% | $6,712-86.9% |
| Admin fee / account holder | $47 | $8,302-99.4% | $5,476-99.1% | $11,409-99.6% |