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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 | $15,858 | $144,130-89.0% | $117,861-86.5% | $147,586-89.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.98% | 531.20%-511.2pp | 335.11%-315.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,576 | $5,316-32.7% | $4,482-20.2% | $5,439-34.3% |
| Admin fee / account holder | $230 | $10,887-97.9% | $8,021-97.1% | $10,886-97.9% |