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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 | $22,860 | $209,425-89.1% | $178,499-87.2% | $158,966-85.6% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 18.28% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,778 | $5,955-19.8% | $5,202-8.2% | $5,983-20.1% |
| Admin fee / account holder | $31 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |