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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 | $22,592 | $150,442-85.0% | $136,295-83.4% | $147,585-84.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 34.24% | 1049.09%-1014.9pp | 5155.97%-5121.7pp | 578.56%-544.3pp |
| Employer contribution / active EE | $2,741 | $5,256-47.9% | $4,695-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $9,402 | $6,630+41.8% | $6,247+50.5% | $5,439+72.9% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |