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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 | $13,372 | $202,342-93.4% | $172,752-92.3% | $152,897-91.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 28.44% | 1029.83%-1001.4pp | 802.97%-774.5pp | 345.43%-317.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,106 | $5,948-31.0% | $5,198-21.0% | $5,851-29.8% |
| Admin fee / account holder | $32 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |