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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 | $15,069 | $150,442-90.0% | $136,295-88.9% | $147,585-89.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.96% | 1049.09%-1027.1pp | 5155.97%-5134.0pp | 578.56%-556.6pp |
| Employer contribution / active EE | $1,392 | $5,256-73.5% | $4,695-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $6,114 | $6,630-7.8% | $6,247-2.1% | $5,439+12.4% |
| Admin fee / account holder | $277 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |