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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 | $4,773 | $125,184-96.2% | $105,607-95.5% | $145,884-96.7% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 14.06% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,604 | $5,714-71.9% | $5,011-68.0% | $6,690-76.0% |
| Admin fee / account holder | $50 | $17,133-99.7% | $10,958-99.5% | $13,392-99.6% |