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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 | $12,814 | $202,342-93.7% | $172,752-92.6% | $152,897-91.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.30% | 1029.83%-996.5pp | 802.97%-769.7pp | 345.43%-312.1pp |
| Employer contribution / active EE | $2,512 | $5,858-57.1% | $5,144-51.2% | $4,764-47.3% |
| Participant deferral / active EE | $3,200 | $5,948-46.2% | $5,198-38.4% | $5,851-45.3% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |