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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 | $19,764 | $202,342-90.2% | $172,753-88.6% | $152,909-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.65% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,216 | $5,857-62.2% | $5,144-56.9% | $4,764-53.5% |
| Participant deferral / active EE | $3,332 | $5,948-44.0% | $5,198-35.9% | $5,851-43.1% |
| Admin fee / account holder | $29 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |