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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 | $15,382 | $150,447-89.8% | $136,298-88.7% | $147,586-89.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 64.98% | 1049.15%-984.2pp | 5156.27%-5091.3pp | 578.59%-513.6pp |
| Employer contribution / active EE | $1,379 | $5,256-73.8% | $4,696-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $4,052 | $6,631-38.9% | $6,247-35.1% | $5,439-25.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |