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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 | $4,847 | $183,516-97.4% | $155,534-96.9% | $145,884-96.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.28% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,052 | $6,467-68.3% | $5,630-63.6% | $6,690-69.3% |
| Admin fee / account holder | $26 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |