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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 | $6,137 | $106,280-94.2% | $96,538-93.6% | $139,487-95.6% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 44.10% | 38.48%+5.6pp | 35.74%+8.4pp | 373.84%-329.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,741 | $5,457-31.4% | $4,880-23.3% | $6,713-44.3% |
| Admin fee / account holder | $48 | $7,888-99.4% | $6,737-99.3% | $11,407-99.6% |