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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 | $8,635 | $150,447-94.3% | $136,298-93.7% | $147,586-94.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 28.58% | 1049.15%-1020.6pp | 5156.27%-5127.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $1,581 | $5,256-69.9% | $4,696-66.3% | $4,876-67.6% |
| Participant deferral / active EE | $2,355 | $6,631-64.5% | $6,247-62.3% | $5,439-56.7% |
| Admin fee / account holder | $60 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |