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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 | $20,783 | $85,766-75.8% | $136,298-84.8% | $70,126-70.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 56.14% | 31.46%+24.7pp | 5156.27%-5100.1pp | 73.15%-17.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,873 | $5,051+16.3% | $6,247-6.0% | $3,332+76.3% |
| Admin fee / account holder | $243 | $5,421-95.5% | $9,244-97.4% | $4,645-94.8% |