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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 | $21,459 | $85,766-75.0% | $136,298-84.3% | $70,126-69.4% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 57.31% | 31.46%+25.9pp | 5156.27%-5099.0pp | 73.15%-15.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,556 | $5,051+29.8% | $6,247+4.9% | $3,332+96.8% |
| Admin fee / account holder | $120 | $5,421-97.8% | $9,244-98.7% | $4,645-97.4% |