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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 | $19,419 | $198,457-90.2% | $170,435-88.6% | $147,586-86.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.21% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $6,284 | $6,183+1.6% | $5,432+15.7% | $4,876+28.9% |
| Participant deferral / active EE | $6,480 | $5,629+15.1% | $4,939+31.2% | $5,439+19.1% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |