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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 | $5,070 | $165,381-96.9% | $149,730-96.6% | $158,966-96.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 29.44% | 348.29%-318.9pp | 276.70%-247.3pp | 302.95%-273.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,303 | $7,182-54.0% | $6,843-51.7% | $5,983-44.8% |
| Admin fee / account holder | $88 | $10,809-99.2% | $9,310-99.1% | $11,250-99.2% |