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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 | $10,131 | $115,911-91.3% | $100,530-89.9% | $158,950-93.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 58.11% | 34.80%+23.3pp | 30.89%+27.2pp | 302.91%-244.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,556 | $6,676-31.7% | $6,271-27.3% | $5,983-23.8% |
| Admin fee / account holder | $282 | $10,999-97.4% | $8,083-96.5% | $11,248-97.5% |