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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 | $14,542 | $185,199-92.1% | $142,874-89.8% | $167,518-91.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.36% | 8556.90%-8538.5pp | 5638.58%-5620.2pp | 478.71%-460.4pp |
| Employer contribution / active EE | $3,862 | $5,606-31.1% | $4,145-6.8% | $4,838-20.2% |
| Participant deferral / active EE | $13,379 | $4,495+197.6% | $3,838+248.6% | $6,342+111.0% |
| Admin fee / account holder | $45 | $8,031-99.4% | $6,561-99.3% | $12,312-99.6% |