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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 | $13,590 | $107,353-87.3% | $92,903-85.4% | $152,885-91.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 48.48% | 145.62%-97.1pp | 109.43%-61.0pp | 345.39%-296.9pp |
| Employer contribution / active EE | $13,921 | $4,222+229.7% | $3,653+281.1% | $4,763+192.3% |
| Participant deferral / active EE | $5,577 | $4,848+15.0% | $4,238+31.6% | $5,851-4.7% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |