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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 | $20,831 | $198,462-89.5% | $170,439-87.8% | $147,585-85.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 503.51% | 257.30%+246.2pp | 205.94%+297.6pp | 578.58%-75.1pp |
| Employer contribution / active EE | $2,249 | $6,184-63.6% | $5,433-58.6% | $4,876-53.9% |
| Participant deferral / active EE | $7,110 | $5,629+26.3% | $4,939+43.9% | $5,439+30.7% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |