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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 | $10,439 | $175,257-94.0% | $149,717-93.0% | $139,456-92.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.11% | 166.70%-136.6pp | 134.41%-104.3pp | 373.45%-343.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,958 | $6,521-8.6% | $5,682+4.9% | $6,711-11.2% |
| Admin fee / account holder | $29 | $16,156-99.8% | $13,213-99.8% | $11,407-99.7% |