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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 | $2,731 | $100,203-97.3% | $85,240-96.8% | $145,897-98.1% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 14.90% | 84.28%-69.4pp | 66.75%-51.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $932 | $5,299-82.4% | $4,527-79.4% | $6,689-86.1% |
| Admin fee / account holder | $181 | $7,265-97.5% | $6,165-97.1% | $13,390-98.7% |