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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 | $19,454 | $171,867-88.7% | $149,721-87.0% | $147,586-86.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.31% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,563 | $6,275-43.2% | $5,444-34.6% | $4,876-26.9% |
| Participant deferral / active EE | $7,422 | $7,270+2.1% | $6,568+13.0% | $5,439+36.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |