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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 | $13,061 | $85,766-84.8% | $136,298-90.4% | $70,126-81.4% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 99.41% | 31.46%+68.0pp | 5156.27%-5056.9pp | 73.15%+26.3pp |
| Employer contribution / active EE | $4,355 | $2,966+46.8% | $4,696-7.3% | $2,343+85.9% |
| Participant deferral / active EE | $6,199 | $5,051+22.7% | $6,247-0.8% | $3,332+86.1% |
| Admin fee / account holder | $220 | $5,421-95.9% | $9,244-97.6% | $4,645-95.3% |