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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 | $11,836 | $102,393-88.4% | $147,041-92.0% | $80,911-85.4% |
| Participation rate | 83.5% | 75.9%+7.7pp | 82.2%+1.4pp | 67.6%+15.9pp |
| Annual return | 15.01% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,866 | $6,647-41.8% | $8,071-52.1% | $4,297-10.0% |
| Admin fee / account holder | $128 | $7,943-98.4% | $13,006-99.0% | $6,935-98.2% |