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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 | $4,161 | $100,073-95.8% | $85,126-95.1% | $145,877-97.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.16% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $966 | $5,294-81.8% | $4,523-78.7% | $6,691-85.6% |
| Admin fee / account holder | $297 | $7,261-95.9% | $6,160-95.2% | $13,402-97.8% |