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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 | $24,639 | $202,345-87.8% | $172,755-85.7% | $152,885-83.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.96% | 1029.77%-1003.8pp | 802.94%-777.0pp | 345.39%-319.4pp |
| Employer contribution / active EE | $1,815 | $5,858-69.0% | $5,144-64.7% | $4,763-61.9% |
| Participant deferral / active EE | $3,842 | $5,948-35.4% | $5,198-26.1% | $5,851-34.3% |
| Admin fee / account holder | $151 | $17,111-99.1% | $13,955-98.9% | $11,598-98.7% |