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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 | $5,220 | $209,428-97.5% | $178,498-97.1% | $158,950-96.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.61% | 188.78%-149.2pp | 151.09%-111.5pp | 302.91%-263.3pp |
| Employer contribution / active EE | $3,812 | $5,707-33.2% | $5,011-23.9% | $4,762-20.0% |
| Participant deferral / active EE | $3,812 | $5,955-36.0% | $5,202-26.7% | $5,983-36.3% |
| Admin fee / account holder | $13 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |