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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 | $21,596 | $171,867-87.4% | $149,716-85.6% | $147,585-85.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.58%-578.6pp |
| Employer contribution / active EE | $11,497 | $6,275+83.2% | $5,444+111.2% | $4,876+135.8% |
| Participant deferral / active EE | $9,277 | $7,270+27.6% | $6,568+41.2% | $5,439+70.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |