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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 | $5,899 | $211,288-97.2% | $178,540-96.7% | $145,884-96.0% |
| Participation rate | 81.0% | 80.8%+0.1pp | 77.1%+3.8pp | 80.3%+0.6pp |
| Annual return | 18.04% | 30.27%-12.2pp | 27.15%-9.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,073 | $6,967-70.2% | $6,281-67.0% | $6,690-69.0% |
| Admin fee / account holder | $120 | $12,105-99.0% | $10,424-98.9% | $13,392-99.1% |