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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 | $5,163 | $100,203-94.8% | $85,240-93.9% | $145,897-96.5% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 67.15% | 84.28%-17.1pp | 66.75%+0.4pp | 552.29%-485.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,991 | $5,299-62.4% | $4,527-56.0% | $6,689-70.2% |
| Admin fee / account holder | $94 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |