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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 | $11,622 | $202,342-94.3% | $172,753-93.3% | $152,909-92.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.06% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $2,363 | $5,857-59.7% | $5,144-54.1% | $4,764-50.4% |
| Participant deferral / active EE | $5,933 | $5,948-0.3% | $5,198+14.1% | $5,851+1.4% |
| Admin fee / account holder | $65 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |