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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 | $27,207 | $101,499-73.2% | $147,005-81.5% | $74,546-63.5% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.25% | 8732.34%-8694.1pp | 418.76%-380.5pp | 1366.03%-1327.8pp |
| Employer contribution / active EE | $4,820 | $3,811+26.5% | $4,934-2.3% | $2,624+83.7% |
| Participant deferral / active EE | $6,867 | $7,304-6.0% | $8,070-14.9% | $4,347+58.0% |
| Admin fee / account holder | $194 | $1,748-88.9% | $13,006-98.5% | $1,944-90.0% |