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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 | $159,934-89.6% | $147,005-88.7% | $145,959-88.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.32% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,314 | $8,427-25.1% | $8,070-21.8% | $6,689-5.6% |
| Admin fee / account holder | $235 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |