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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 | $1,570 | $111,814-98.6% | $103,378-98.5% | $145,978-98.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 94.79% | 24.80%+70.0pp | 24.91%+69.9pp | 550.52%-455.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,639 | $5,618-70.8% | $5,058-67.6% | $6,690-75.5% |
| Admin fee / account holder | $225 | $9,764-97.7% | $8,401-97.3% | $13,400-98.3% |