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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 | $31,482 | $184,000-82.9% | $162,185-80.6% | $152,909-79.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.5%+12.8pp |
| Annual return | 33.53% | 150.80%-117.3pp | 115.61%-82.1pp | 345.46%-311.9pp |
| Employer contribution / active EE | $2,694 | $6,370-57.7% | $5,613-52.0% | $4,764-43.5% |
| Participant deferral / active EE | $9,830 | $8,033+22.4% | $7,297+34.7% | $5,851+68.0% |
| Admin fee / account holder | $38 | $13,124-99.7% | $10,844-99.6% | $11,601-99.7% |