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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 | $19,728 | $202,342-90.3% | $172,753-88.6% | $152,909-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 142.35% | 1029.88%-887.5pp | 803.00%-660.6pp | 345.46%-203.1pp |
| Employer contribution / active EE | $2,149 | $5,857-63.3% | $5,144-58.2% | $4,764-54.9% |
| Participant deferral / active EE | $6,309 | $5,948+6.1% | $5,198+21.4% | $5,851+7.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |