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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 | $7,590 | $217,427-96.5% | $185,837-95.9% | $167,518-95.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.62% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,641 | $6,357-58.5% | $5,568-52.6% | $6,342-58.4% |
| Admin fee / account holder | $219 | $19,816-98.9% | $16,241-98.7% | $12,312-98.2% |