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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 | $6,866 | $183,627-96.3% | $155,602-95.6% | $145,978-95.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 14.39% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,147 | $6,466-66.8% | $5,629-61.9% | $6,690-67.9% |
| Admin fee / account holder | $24 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |