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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 | $5,113 | $211,288-97.6% | $178,540-97.1% | $145,884-96.5% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 15.12% | 30.27%-15.2pp | 27.15%-12.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,904 | $6,967-72.7% | $6,281-69.7% | $6,690-71.5% |
| Admin fee / account holder | $40 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |