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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 | $8,328 | $102,635-91.9% | $86,209-90.3% | $139,456-94.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 72.45% | 1923.53%-1851.1pp | 1169.05%-1096.6pp | 373.45%-301.0pp |
| Employer contribution / active EE | $2,372 | $3,034-21.8% | $2,381-0.4% | $4,753-50.1% |
| Participant deferral / active EE | $4,176 | $4,677-10.7% | $3,986+4.8% | $6,711-37.8% |
| Admin fee / account holder | $13 | $8,661-99.8% | $6,853-99.8% | $11,407-99.9% |