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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 | $8,654 | $150,412-94.2% | $120,574-92.8% | $145,884-94.1% |
| Participation rate | 93.3% | 78.8%+14.5pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 22.94% | 154.50%-131.6pp | 107.42%-84.5pp | 551.85%-528.9pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,546 | $6,175-58.8% | $4,996-49.0% | $6,690-61.9% |
| Admin fee / account holder | $224 | $12,224-98.2% | $9,445-97.6% | $13,392-98.3% |