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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 | $4,851 | $100,203-95.2% | $85,240-94.3% | $145,897-96.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 84.28%-69.9pp | 66.75%-52.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,501 | $5,299-52.8% | $4,527-44.8% | $6,689-62.6% |
| Admin fee / account holder | $184 | $7,265-97.5% | $6,165-97.0% | $13,390-98.6% |