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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 | $782 | $149,040-99.5% | $120,225-99.3% | $137,256-99.4% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 43.18% | 605.68%-562.5pp | 439.23%-396.0pp | 220.34%-177.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $469 | $4,655-89.9% | $3,999-88.3% | $6,407-92.7% |
| Admin fee / account holder | $14 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |