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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 | $22,838 | $150,447-84.8% | $136,298-83.2% | $147,586-84.5% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 91.22% | 1049.15%-957.9pp | 5156.27%-5065.0pp | 578.59%-487.4pp |
| Employer contribution / active EE | $4,188 | $5,256-20.3% | $4,696-10.8% | $4,876-14.1% |
| Participant deferral / active EE | $6,500 | $6,631-2.0% | $6,247+4.0% | $5,439+19.5% |
| Admin fee / account holder | $56 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |