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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 | $4,537 | $149,040-97.0% | $120,225-96.2% | $137,256-96.7% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 22.68% | 605.68%-583.0pp | 439.23%-416.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,097 | $4,655-54.9% | $3,999-47.5% | $6,407-67.3% |
| Admin fee / account holder | $65 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |