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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 | $12,987 | $150,447-91.4% | $136,298-90.5% | $147,586-91.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 58.90% | 1049.15%-990.3pp | 5156.27%-5097.4pp | 578.59%-519.7pp |
| Employer contribution / active EE | $3,232 | $5,256-38.5% | $4,696-31.2% | $4,876-33.7% |
| Participant deferral / active EE | $5,332 | $6,631-19.6% | $6,247-14.7% | $5,439-2.0% |
| Admin fee / account holder | $49 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |