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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 | $5,861 | $148,623-96.1% | $135,974-95.7% | $139,466-95.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 34.73% | 79.30%-44.6pp | 68.30%-33.6pp | 373.66%-338.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,987 | $8,103-50.8% | $7,760-48.6% | $6,712-40.6% |
| Admin fee / account holder | $131 | $12,406-98.9% | $10,767-98.8% | $11,409-98.9% |