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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 | $16,402 | $160,028-89.8% | $147,080-88.8% | $145,884-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 63.40% | 98.60%-35.2pp | 420.17%-356.8pp | 551.85%-488.4pp |
| Employer contribution / active EE | $2,993 | $5,286-43.4% | $4,933-39.3% | $4,662-35.8% |
| Participant deferral / active EE | $5,493 | $8,422-34.8% | $8,066-31.9% | $6,690-17.9% |
| Admin fee / account holder | $172 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |