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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 | $7,945 | $176,105-95.5% | $159,474-95.0% | $167,536-95.3% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 45.40% | 331.91%-286.5pp | 263.68%-218.3pp | 478.82%-433.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,574 | $7,751-41.0% | $7,353-37.8% | $6,342-27.9% |
| Admin fee / account holder | $7 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |