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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 | $21,990 | $183,978-88.0% | $162,171-86.4% | $152,885-85.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 43.61% | 150.78%-107.2pp | 115.60%-72.0pp | 345.39%-301.8pp |
| Employer contribution / active EE | $1,625 | $6,370-74.5% | $5,613-71.0% | $4,763-65.9% |
| Participant deferral / active EE | $6,625 | $8,033-17.5% | $7,297-9.2% | $5,851+13.2% |
| Admin fee / account holder | $150 | $13,122-98.9% | $10,843-98.6% | $11,598-98.7% |