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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 | $15,062 | $150,442-90.0% | $136,295-88.9% | $147,585-89.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.03% | 1049.09%-1012.1pp | 5155.97%-5118.9pp | 578.56%-541.5pp |
| Employer contribution / active EE | $3,666 | $5,256-30.2% | $4,695-21.9% | $4,876-24.8% |
| Participant deferral / active EE | $15,993 | $6,630+141.2% | $6,247+156.0% | $5,439+194.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |