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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 | $6,929 | $156,927-95.6% | $121,169-94.3% | $139,456-95.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 57.30% | 1475.85%-1418.5pp | 986.71%-929.4pp | 373.45%-316.1pp |
| Employer contribution / active EE | $2,167 | $5,542-60.9% | $4,168-48.0% | $4,753-54.4% |
| Participant deferral / active EE | $4,870 | $4,848+0.4% | $4,083+19.3% | $6,711-27.4% |
| Admin fee / account holder | $232 | $6,946-96.7% | $5,645-95.9% | $11,407-98.0% |