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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 | $2,499 | $174,379-98.6% | $152,093-98.4% | $138,895-98.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 41.29% | 74.86%-33.6pp | 66.36%-25.1pp | 145.39%-104.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,719 | $6,159-72.1% | $5,451-68.5% | $6,396-73.1% |
| Admin fee / account holder | $77 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |