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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 | $16,944 | $150,447-88.7% | $136,298-87.6% | $147,586-88.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.60% | 1049.15%-1025.6pp | 5156.27%-5132.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,047 | $5,256-61.1% | $4,696-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $4,363 | $6,631-34.2% | $6,247-30.2% | $5,439-19.8% |
| Admin fee / account holder | $191 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |