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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 | $10,968 | $202,342-94.6% | $172,752-93.7% | $152,897-92.8% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 392.69% | 1029.83%-637.1pp | 802.97%-410.3pp | 345.43%+47.3pp |
| Employer contribution / active EE | $2,815 | $5,858-51.9% | $5,144-45.3% | $4,764-40.9% |
| Participant deferral / active EE | $4,427 | $5,948-25.6% | $5,198-14.8% | $5,851-24.3% |
| Admin fee / account holder | $115 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |