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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 | $13,662 | $202,342-93.2% | $172,753-92.1% | $152,909-91.1% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 26.68% | 1029.88%-1003.2pp | 803.00%-776.3pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,148 | $5,857-63.3% | $5,144-58.2% | $4,764-54.9% |
| Participant deferral / active EE | $3,668 | $5,948-38.3% | $5,198-29.4% | $5,851-37.3% |
| Admin fee / account holder | $47 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |