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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 | $3,231 | $86,298-96.3% | $111,308-97.1% | $85,847-96.2% |
| Participation rate | 95.8% | 73.3%+22.5pp | 77.3%+18.5pp | 69.3%+26.5pp |
| Annual return | 66.35% | 19.99%+46.4pp | 54.67%+11.7pp | 318.61%-252.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,753 | $3,641-24.4% | $4,487-38.6% | $3,952-30.3% |
| Admin fee / account holder | $182 | $8,189-97.8% | $7,965-97.7% | $6,261-97.1% |