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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 | $27,226 | $171,867-84.2% | $149,716-81.8% | $147,585-81.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 32.02% | 2113.36%-2081.3pp | 1501.67%-1469.6pp | 578.58%-546.6pp |
| Employer contribution / active EE | $5,512 | $6,275-12.1% | $5,444+1.2% | $4,876+13.0% |
| Participant deferral / active EE | $8,733 | $7,270+20.1% | $6,568+32.9% | $5,439+60.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |