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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 | $150,442-88.5% | $136,295-87.3% | $147,585-88.2% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 40.50% | 1049.09%-1008.6pp | 5155.97%-5115.5pp | 578.56%-538.1pp |
| Employer contribution / active EE | $2,044 | $5,256-61.1% | $4,695-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $3,988 | $6,630-39.8% | $6,247-36.2% | $5,439-26.7% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |