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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 | $18,253 | $150,446-87.9% | $136,297-86.6% | $147,585-87.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 25.32% | 1049.14%-1023.8pp | 5156.19%-5130.9pp | 578.58%-553.3pp |
| Employer contribution / active EE | $2,854 | $5,256-45.7% | $4,696-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $3,606 | $6,631-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |