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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 | $19,576 | $202,342-90.3% | $172,753-88.7% | $152,909-87.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.13% | 1029.88%-1004.8pp | 803.00%-777.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $4,725 | $5,857-19.3% | $5,144-8.1% | $4,764-0.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8 | $17,112-100.0% | $13,956-99.9% | $11,601-99.9% |