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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 | $8,592 | $202,460-95.8% | $169,385-94.9% | $139,456-93.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 79.85% | 532.07%-452.2pp | 405.82%-326.0pp | 373.45%-293.6pp |
| Employer contribution / active EE | $2,847 | $4,691-39.3% | $4,012-29.0% | $4,753-40.1% |
| Participant deferral / active EE | $3,833 | $6,938-44.8% | $6,221-38.4% | $6,711-42.9% |
| Admin fee / account holder | $36 | $10,719-99.7% | $9,011-99.6% | $11,407-99.7% |