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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 | $19,166 | $202,342-90.5% | $172,753-88.9% | $152,909-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.36% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,514 | $5,857-57.1% | $5,144-51.1% | $4,764-47.2% |
| Participant deferral / active EE | $4,394 | $5,948-26.1% | $5,198-15.5% | $5,851-24.9% |
| Admin fee / account holder | $96 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |