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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 | $8,826 | $175,257-95.0% | $149,717-94.1% | $139,456-93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 943.90% | 166.70%+777.2pp | 134.41%+809.5pp | 373.45%+570.4pp |
| Employer contribution / active EE | $3,261 | $5,477-40.5% | $4,820-32.3% | $4,753-31.4% |
| Participant deferral / active EE | $2,496 | $6,521-61.7% | $5,682-56.1% | $6,711-62.8% |
| Admin fee / account holder | $191 | $16,156-98.8% | $13,213-98.6% | $11,407-98.3% |