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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 | $13,132 | $105,198-87.5% | $159,455-91.8% | $85,856-84.7% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 134.92% | 45.08%+89.8pp | 263.63%-128.7pp | 318.58%-183.7pp |
| Employer contribution / active EE | $3,564 | $3,319+7.4% | $4,830-26.2% | $2,565+38.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |