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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 | $9,952 | $124,351-92.0% | $109,188-90.9% | $167,553-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.10% | 26.04%-9.9pp | 25.76%-9.7pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,683 | $5,257-10.9% | $4,654+0.6% | $6,343-26.2% |
| Admin fee / account holder | $35 | $7,975-99.6% | $6,755-99.5% | $12,316-99.7% |