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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 | $10,228 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 146.69% | 166.77%-20.1pp | 134.46%+12.2pp | 373.66%-227.0pp |
| Employer contribution / active EE | $2,746 | $5,478-49.9% | $4,821-43.0% | $4,754-42.2% |
| Participant deferral / active EE | $6,066 | $6,521-7.0% | $5,682+6.8% | $6,712-9.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |