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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 | $6,040 | $175,231-96.6% | $149,696-96.0% | $139,466-95.7% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.1pp |
| Annual return | 22.03% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,351 | $6,521-48.6% | $5,682-41.0% | $6,712-50.1% |
| Admin fee / account holder | $184 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |