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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 | $6,108 | $100,279-93.9% | $81,353-92.5% | $145,884-95.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 15.99% | 34.49%-18.5pp | 24.82%-8.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,886 | $4,611-37.4% | $3,885-25.7% | $6,690-56.9% |
| Admin fee / account holder | $85 | $8,206-99.0% | $5,766-98.5% | $13,392-99.4% |