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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 | $2,424 | $99,009-97.6% | $86,581-97.2% | $147,585-98.4% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 45.74% | 1312.70%-1267.0pp | 965.06%-919.3pp | 578.58%-532.8pp |
| Employer contribution / active EE | $981 | $3,132-68.7% | $2,840-65.4% | $4,876-79.9% |
| Participant deferral / active EE | $1,337 | $3,972-66.3% | $3,609-63.0% | $5,439-75.4% |
| Admin fee / account holder | $136 | $5,709-97.6% | $4,904-97.2% | $10,886-98.8% |