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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 | $11,848 | $107,941-89.0% | $91,994-87.1% | $152,909-92.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 90.39% | 89.28%+1.1pp | 69.04%+21.4pp | 345.46%-255.1pp |
| Employer contribution / active EE | $6,415 | $4,212+52.3% | $3,453+85.8% | $4,764+34.6% |
| Participant deferral / active EE | $7,384 | $6,366+16.0% | $5,924+24.6% | $5,851+26.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |