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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 | $16,555 | $160,070-89.7% | $147,117-88.7% | $145,897-88.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.32% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,314 | $8,419-25.0% | $8,065-21.7% | $6,689-5.6% |
| Admin fee / account holder | $235 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |