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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 | $28,192 | $202,342-86.1% | $172,753-83.7% | $152,909-81.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.86% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,840 | $5,857-51.5% | $5,144-44.8% | $4,764-40.4% |
| Participant deferral / active EE | $6,299 | $5,948+5.9% | $5,198+21.2% | $5,851+7.7% |
| Admin fee / account holder | $101 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |