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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 | $1,635 | $149,040-98.9% | $120,225-98.6% | $137,256-98.8% |
| Participation rate | 81.0% | 75.4%+5.5pp | 69.6%+11.4pp | 80.0%+1.0pp |
| Annual return | 20.21% | 605.68%-585.5pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $606 | $4,655-87.0% | $3,999-84.9% | $6,407-90.5% |
| Admin fee / account holder | $174 | $6,348-97.3% | $5,696-96.9% | $12,270-98.6% |