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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 | $8,990 | $183,539-95.1% | $155,556-94.2% | $145,897-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,752 | $6,467-42.0% | $5,631-33.4% | $6,689-43.9% |
| Admin fee / account holder | $71 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |