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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 | $10,631 | $165,399-93.6% | $149,745-92.9% | $158,982-93.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 19.38% | 348.34%-329.0pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,279 | $7,183-54.4% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $159 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |