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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 | $14,449 | $209,422-93.1% | $178,503-91.9% | $158,982-90.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 92.44% | 188.81%-96.4pp | 151.12%-58.7pp | 302.99%-210.6pp |
| Employer contribution / active EE | $3,704 | $5,707-35.1% | $5,011-26.1% | $4,763-22.2% |
| Participant deferral / active EE | $6,215 | $5,955+4.4% | $5,202+19.5% | $5,983+3.9% |
| Admin fee / account holder | $33 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |