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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 | $8,610 | $132,099-93.5% | $115,599-92.6% | $138,895-93.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.3%+5.7pp | 79.9%+0.1pp |
| Annual return | 16.33% | 176.76%-160.4pp | 111.10%-94.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |