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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 | $10,272 | $124,175-91.7% | $108,405-90.5% | $167,536-93.9% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 230.06% | 1380.13%-1150.1pp | 905.55%-675.5pp | 478.82%-248.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,629 | $6,908-47.5% | $6,563-44.7% | $6,342-42.8% |
| Admin fee / account holder | $1 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |