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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 | $29,212 | $198,457-85.3% | $170,435-82.9% | $147,586-80.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 67.42% | 257.30%-189.9pp | 205.94%-138.5pp | 578.59%-511.2pp |
| Employer contribution / active EE | $2,443 | $6,183-60.5% | $5,432-55.0% | $4,876-49.9% |
| Participant deferral / active EE | $3,987 | $5,629-29.2% | $4,939-19.3% | $5,439-26.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |