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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 | $13,080 | $162,136-91.9% | $152,301-91.4% | $154,746-91.5% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.39% | 91.02%-66.6pp | 80.50%-56.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,332 | $8,341-48.1% | $8,004-45.9% | $6,730-35.6% |
| Admin fee / account holder | $41 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |