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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 | $9,672 | $138,102-93.0% | $125,381-92.3% | $134,532-92.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 107.42% | 750.73%-643.3pp | 572.31%-464.9pp | 418.27%-310.9pp |
| Employer contribution / active EE | $1,168 | $5,245-77.7% | $4,815-75.7% | $4,741-75.4% |
| Participant deferral / active EE | $3,754 | $7,801-51.9% | $7,448-49.6% | $6,401-41.4% |
| Admin fee / account holder | $29 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |