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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 | $11,755 | $175,231-93.3% | $149,696-92.1% | $139,466-91.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 92.36% | 166.77%-74.4pp | 134.46%-42.1pp | 373.66%-281.3pp |
| Employer contribution / active EE | $2,403 | $5,478-56.1% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $6,626 | $6,521+1.6% | $5,682+16.6% | $6,712-1.3% |
| Admin fee / account holder | $167 | $16,155-99.0% | $13,212-98.7% | $11,409-98.5% |