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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 | $8,908 | $150,442-94.1% | $136,295-93.5% | $147,585-94.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.42% | 1049.09%-1014.7pp | 5155.97%-5121.6pp | 578.56%-544.1pp |
| Employer contribution / active EE | $1,489 | $5,256-71.7% | $4,695-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $4,562 | $6,630-31.2% | $6,247-27.0% | $5,439-16.1% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |