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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 | $13,438 | $106,005-87.3% | $92,239-85.4% | $147,585-90.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 79.86% | 50.05%+29.8pp | 176.29%-96.4pp | 578.58%-498.7pp |
| Employer contribution / active EE | $3,319 | $4,333-23.4% | $3,680-9.8% | $4,876-31.9% |
| Participant deferral / active EE | $1,916 | $4,478-57.2% | $3,897-50.8% | $5,439-64.8% |
| Admin fee / account holder | $230 | $6,333-96.4% | $5,194-95.6% | $10,886-97.9% |