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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 | $4,728 | $202,460-97.7% | $169,385-97.2% | $139,456-96.6% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.2%-7.2pp | 80.3%-10.3pp |
| Annual return | 306.75% | 532.07%-225.3pp | 405.82%-99.1pp | 373.45%-66.7pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,337 | $6,938-51.9% | $6,221-46.4% | $6,711-50.3% |
| Admin fee / account holder | $45 | $10,719-99.6% | $9,011-99.5% | $11,407-99.6% |