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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 | $17,281 | $112,112-84.6% | $95,956-82.0% | $158,950-89.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 4468.10% | 171.15%+4297.0pp | 91.63%+4376.5pp | 302.91%+4165.2pp |
| Employer contribution / active EE | $2,980 | $3,199-6.9% | $2,541+17.3% | $4,762-37.4% |
| Participant deferral / active EE | $7,025 | $4,784+46.9% | $4,167+68.6% | $5,983+17.4% |
| Admin fee / account holder | $74 | $10,134-99.3% | $6,797-98.9% | $11,248-99.3% |