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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 | $24,381 | $171,867-85.8% | $149,721-83.7% | $147,586-83.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 117.08% | 2113.36%-1996.3pp | 1501.67%-1384.6pp | 578.59%-461.5pp |
| Employer contribution / active EE | $4,821 | $6,275-23.2% | $5,444-11.4% | $4,876-1.1% |
| Participant deferral / active EE | $10,195 | $7,270+40.2% | $6,568+55.2% | $5,439+87.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |