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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 | $18,188 | $150,447-87.9% | $136,298-86.7% | $147,586-87.7% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 22.65% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,049 | $5,256-61.0% | $4,696-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $3,795 | $6,631-42.8% | $6,247-39.2% | $5,439-30.2% |
| Admin fee / account holder | $126 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |