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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 | $14,500 | $150,447-90.4% | $136,298-89.4% | $147,586-90.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 36.15% | 1049.15%-1013.0pp | 5156.27%-5120.1pp | 578.59%-542.4pp |
| Employer contribution / active EE | $2,117 | $5,256-59.7% | $4,696-54.9% | $4,876-56.6% |
| Participant deferral / active EE | $5,639 | $6,631-15.0% | $6,247-9.7% | $5,439+3.7% |
| Admin fee / account holder | $54 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |