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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 | $5,405 | $114,119-95.3% | $107,187-95.0% | $138,895-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.43% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,638 | $5,538-70.4% | $5,096-67.9% | $6,396-74.4% |
| Admin fee / account holder | $87 | $10,024-99.1% | $9,162-99.1% | $12,562-99.3% |