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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 | $19,807 | $228,395-91.3% | $185,861-89.3% | $158,982-87.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3095.49% | 40.82%+3054.7pp | 35.96%+3059.5pp | 302.99%+2792.5pp |
| Employer contribution / active EE | $4,933 | $4,968-0.7% | $4,088+20.7% | $4,763+3.6% |
| Participant deferral / active EE | $7,190 | $6,417+12.0% | $5,634+27.6% | $5,983+20.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |