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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 | $23,492 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.20% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,057 | $5,256-60.9% | $4,696-56.2% | $4,876-57.8% |
| Participant deferral / active EE | $5,005 | $6,631-24.5% | $6,247-19.9% | $5,439-8.0% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |