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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 | $17,365 | $150,447-88.5% | $136,298-87.3% | $147,586-88.2% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 40.50% | 1049.15%-1008.7pp | 5156.27%-5115.8pp | 578.59%-538.1pp |
| Employer contribution / active EE | $2,044 | $5,256-61.1% | $4,696-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $3,988 | $6,631-39.9% | $6,247-36.2% | $5,439-26.7% |
| Admin fee / account holder | $108 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |