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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 | $6,211 | $183,539-96.6% | $155,556-96.0% | $145,897-95.7% |
| Participation rate | 78.3% | 82.7%-4.5pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 12.74% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,993 | $6,467-69.2% | $5,631-64.6% | $6,689-70.2% |
| Admin fee / account holder | $177 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |