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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 | $9,947 | $174,379-94.3% | $152,093-93.5% | $138,895-92.8% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 19.31% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,468 | $6,159-59.9% | $5,451-54.7% | $6,396-61.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |