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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 | $20,766 | $202,342-89.7% | $172,752-88.0% | $152,897-86.4% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 17.11% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,425 | $5,858-75.7% | $5,144-72.3% | $4,764-70.1% |
| Participant deferral / active EE | $4,082 | $5,948-31.4% | $5,198-21.5% | $5,851-30.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |