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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 | $23,481 | $202,342-88.4% | $172,753-86.4% | $152,909-84.6% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 148.32% | 1029.88%-881.6pp | 803.00%-654.7pp | 345.46%-197.1pp |
| Employer contribution / active EE | $3,093 | $5,857-47.2% | $5,144-39.9% | $4,764-35.1% |
| Participant deferral / active EE | $7,602 | $5,948+27.8% | $5,198+46.3% | $5,851+29.9% |
| Admin fee / account holder | $58 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |