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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 | $20,427 | $150,447-86.4% | $136,298-85.0% | $147,586-86.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 31.08% | 1049.15%-1018.1pp | 5156.27%-5125.2pp | 578.59%-547.5pp |
| Employer contribution / active EE | $3,802 | $5,256-27.7% | $4,696-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $2,273 | $6,631-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |