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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 | $13,537 | $82,630-83.6% | $64,105-78.9% | $125,389-89.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | 328.08% | 1489.72%-1161.6pp | 791.24%-463.2pp | 282.24%+45.8pp |
| Employer contribution / active EE | $3,320 | $2,671+24.3% | $1,820+82.4% | $4,866-31.8% |
| Participant deferral / active EE | $3,310 | $3,608-8.3% | $2,822+17.3% | $5,352-38.1% |
| Admin fee / account holder | $119 | $6,382-98.1% | $4,499-97.4% | $9,541-98.8% |