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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 | $10,062 | $165,939-93.9% | $122,354-91.8% | $147,586-93.2% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 15.49% | 34.56%-19.1pp | 30.28%-14.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,150 | $4,005-21.4% | $3,287-4.2% | $5,439-42.1% |
| Admin fee / account holder | $260 | $7,425-96.5% | $5,479-95.3% | $10,886-97.6% |