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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 | $17,826 | $150,446-88.2% | $136,297-86.9% | $147,585-87.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.61% | 1049.14%-1024.5pp | 5156.19%-5131.6pp | 578.58%-554.0pp |
| Employer contribution / active EE | $2,207 | $5,256-58.0% | $4,696-53.0% | $4,876-54.7% |
| Participant deferral / active EE | $3,223 | $6,631-51.4% | $6,247-48.4% | $5,439-40.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |