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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 | $21,067 | $150,446-86.0% | $136,297-84.5% | $147,585-85.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 101.88% | 1049.14%-947.3pp | 5156.19%-5054.3pp | 578.58%-476.7pp |
| Employer contribution / active EE | $2,594 | $5,256-50.7% | $4,696-44.8% | $4,876-46.8% |
| Participant deferral / active EE | $6,160 | $6,631-7.1% | $6,247-1.4% | $5,439+13.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |