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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 | $22,351 | $150,447-85.1% | $136,298-83.6% | $147,586-84.9% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 19.00% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,544 | $5,256-51.6% | $4,696-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $3,406 | $6,631-48.6% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $235 | $10,906-97.8% | $9,244-97.5% | $10,886-97.8% |