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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 | $10,755 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,607 | $6,467-59.7% | $5,630-53.7% | $6,690-61.0% |
| Admin fee / account holder | $225 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |