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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 | $21,410 | $150,447-85.8% | $136,298-84.3% | $147,586-85.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.36% | 1049.15%-1022.8pp | 5156.27%-5129.9pp | 578.59%-552.2pp |
| Employer contribution / active EE | $7,880 | $5,256+49.9% | $4,696+67.8% | $4,876+61.6% |
| Participant deferral / active EE | $6,363 | $6,631-4.0% | $6,247+1.9% | $5,439+17.0% |
| Admin fee / account holder | $40 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |