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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 | $16,136 | $150,446-89.3% | $136,297-88.2% | $147,585-89.1% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 15.42% | 1049.14%-1033.7pp | 5156.19%-5140.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $1,777 | $5,256-66.2% | $4,696-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $2,499 | $6,631-62.3% | $6,247-60.0% | $5,439-54.1% |
| Admin fee / account holder | $254 | $10,906-97.7% | $9,244-97.2% | $10,886-97.7% |