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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 | $12,062 | $202,342-94.0% | $172,752-93.0% | $152,897-92.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 64.02% | 1029.83%-965.8pp | 802.97%-739.0pp | 345.43%-281.4pp |
| Employer contribution / active EE | $2,314 | $5,858-60.5% | $5,144-55.0% | $4,764-51.4% |
| Participant deferral / active EE | $4,593 | $5,948-22.8% | $5,198-11.6% | $5,851-21.5% |
| Admin fee / account holder | $41 | $17,111-99.8% | $13,955-99.7% | $11,599-99.6% |