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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 | $13,115 | $150,442-91.3% | $136,295-90.4% | $147,585-91.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.05% | 1049.09%-1032.0pp | 5155.97%-5138.9pp | 578.56%-561.5pp |
| Employer contribution / active EE | $4,916 | $5,256-6.5% | $4,695+4.7% | $4,876+0.8% |
| Participant deferral / active EE | $3,151 | $6,630-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $94 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |