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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 | $4,545 | $129,737-96.5% | $119,126-96.2% | $154,746-97.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 28.50% | 379.08%-350.6pp | 282.11%-253.6pp | 172.34%-143.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,661 | $5,842-54.5% | $5,318-50.0% | $6,730-60.5% |
| Admin fee / account holder | $14 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |