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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 | $8,982 | $138,102-93.5% | $125,381-92.8% | $134,532-93.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 77.69% | 750.73%-673.0pp | 572.31%-494.6pp | 418.27%-340.6pp |
| Employer contribution / active EE | $1,398 | $5,245-73.4% | $4,815-71.0% | $4,741-70.5% |
| Participant deferral / active EE | $5,005 | $7,801-35.8% | $7,448-32.8% | $6,401-21.8% |
| Admin fee / account holder | $152 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |