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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 | $5,603 | $98,776-94.3% | $149,745-96.3% | $79,856-93.0% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 399.09% | 27.38%+371.7pp | 276.72%+122.4pp | 31.71%+367.4pp |
| Employer contribution / active EE | $1,285 | $3,217-60.0% | $4,646-72.3% | $2,471-48.0% |
| Participant deferral / active EE | $2,961 | $5,681-47.9% | $6,843-56.7% | $3,741-20.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |