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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 | $26,634 | $202,342-86.8% | $172,753-84.6% | $152,909-82.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.91% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,649 | $5,857-71.9% | $5,144-68.0% | $4,764-65.4% |
| Participant deferral / active EE | $5,376 | $5,948-9.6% | $5,198+3.4% | $5,851-8.1% |
| Admin fee / account holder | $87 | $17,112-99.5% | $13,956-99.4% | $11,601-99.2% |