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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 | $21,554 | $184,000-88.3% | $162,185-86.7% | $152,909-85.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 39.55% | 150.80%-111.2pp | 115.61%-76.1pp | 345.46%-305.9pp |
| Employer contribution / active EE | $2,513 | $6,370-60.5% | $5,613-55.2% | $4,764-47.2% |
| Participant deferral / active EE | $4,365 | $8,033-45.7% | $7,297-40.2% | $5,851-25.4% |
| Admin fee / account holder | $6 | $13,124-100.0% | $10,844-99.9% | $11,601-99.9% |