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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 | $3,026 | $115,810-97.4% | $101,271-97.0% | $158,966-98.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.54% | 56.15%-24.6pp | 46.48%-14.9pp | 302.95%-271.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,711 | $4,958-65.5% | $4,371-60.8% | $5,983-71.4% |
| Admin fee / account holder | $9 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |