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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 | $18,284 | $165,361-88.9% | $149,715-87.8% | $158,950-88.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $5,345 | $5,103+4.7% | $4,645+15.1% | $4,762+12.3% |
| Participant deferral / active EE | $9,446 | $7,182+31.5% | $6,842+38.1% | $5,983+57.9% |
| Admin fee / account holder | $43 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |