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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 | $5,611 | $148,582-96.2% | $135,942-95.9% | $139,456-96.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 28.84% | 79.26%-50.4pp | 68.28%-39.4pp | 373.45%-344.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,670 | $8,101-54.7% | $7,759-52.7% | $6,711-45.3% |
| Admin fee / account holder | $275 | $12,402-97.8% | $10,764-97.4% | $11,407-97.6% |