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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 | $30,272 | $198,462-84.7% | $170,439-82.2% | $147,585-79.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 99.12% | 257.30%-158.2pp | 205.94%-106.8pp | 578.58%-479.5pp |
| Employer contribution / active EE | $4,201 | $6,184-32.1% | $5,433-22.7% | $4,876-13.9% |
| Participant deferral / active EE | $8,323 | $5,629+47.9% | $4,939+68.5% | $5,439+53.0% |
| Admin fee / account holder | $236 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |