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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 | $29,202 | $198,462-85.3% | $170,439-82.9% | $147,585-80.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.02% | 257.30%-224.3pp | 205.94%-172.9pp | 578.58%-545.6pp |
| Employer contribution / active EE | $8,116 | $6,184+31.3% | $5,433+49.4% | $4,876+66.4% |
| Participant deferral / active EE | $17,626 | $5,629+213.1% | $4,939+256.8% | $5,439+224.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |