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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 | $11,136 | $93,598-88.1% | $135,974-91.8% | $75,173-85.2% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 135.08% | 30.89%+104.2pp | 68.30%+66.8pp | 160.72%-25.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,542 | $6,405-13.5% | $7,760-28.6% | $4,126+34.3% |
| Admin fee / account holder | $213 | $6,978-97.0% | $10,767-98.0% | $5,651-96.2% |