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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 | $25,098 | $144,130-82.6% | $117,861-78.7% | $147,586-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 47.26% | 531.20%-483.9pp | 335.11%-287.8pp | 578.59%-531.3pp |
| Employer contribution / active EE | $2,256 | $4,897-53.9% | $3,786-40.4% | $4,876-53.7% |
| Participant deferral / active EE | $6,279 | $5,316+18.1% | $4,482+40.1% | $5,439+15.5% |
| Admin fee / account holder | $218 | $10,887-98.0% | $8,021-97.3% | $10,886-98.0% |