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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 | $10,382 | $102,663-89.9% | $86,216-88.0% | $139,466-92.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 36.44% | 1924.52%-1888.1pp | 1169.42%-1133.0pp | 373.66%-337.2pp |
| Employer contribution / active EE | $2,037 | $3,035-32.9% | $2,382-14.5% | $4,754-57.1% |
| Participant deferral / active EE | $2,386 | $4,677-49.0% | $3,986-40.2% | $6,712-64.5% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |