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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 | $19,700 | $85,766-77.0% | $136,298-85.5% | $70,126-71.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 35.59% | 31.46%+4.1pp | 5156.27%-5120.7pp | 73.15%-37.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,261 | $5,051+83.3% | $6,247+48.2% | $3,332+178.0% |
| Admin fee / account holder | $217 | $5,421-96.0% | $9,244-97.7% | $4,645-95.3% |