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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 | $33,234 | $171,867-80.7% | $149,721-77.8% | $147,586-77.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.27% | 2113.36%-2100.1pp | 1501.67%-1488.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $4,006 | $6,275-36.2% | $5,444-26.4% | $4,876-17.9% |
| Participant deferral / active EE | $5,079 | $7,270-30.1% | $6,568-22.7% | $5,439-6.6% |
| Admin fee / account holder | $80 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |