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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 | $15,539 | $160,040-90.3% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.13% | 98.49%-61.4pp | 419.75%-382.6pp | 551.28%-514.2pp |
| Employer contribution / active EE | $2,740 | $5,289-48.2% | $4,936-44.5% | $4,663-41.2% |
| Participant deferral / active EE | $5,039 | $8,429-40.2% | $8,071-37.6% | $6,691-24.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |