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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 | $13,805 | $150,446-90.8% | $136,297-89.9% | $147,585-90.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 256.90% | 1049.14%-792.2pp | 5156.19%-4899.3pp | 578.58%-321.7pp |
| Employer contribution / active EE | $6,732 | $5,256+28.1% | $4,696+43.4% | $4,876+38.0% |
| Participant deferral / active EE | $9,659 | $6,631+45.7% | $6,247+54.6% | $5,439+77.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |