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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 | $6,504 | $108,911-94.0% | $100,392-93.5% | $145,884-95.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.71% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,066 | $8,459-63.8% | $8,090-62.1% | $6,690-54.2% |
| Admin fee / account holder | $53 | $9,698-99.5% | $7,904-99.3% | $13,392-99.6% |