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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 | $6,626 | $202,342-96.7% | $172,752-96.2% | $152,897-95.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.52% | 1029.83%-998.3pp | 802.97%-771.5pp | 345.43%-313.9pp |
| Employer contribution / active EE | $1,487 | $5,858-74.6% | $5,144-71.1% | $4,764-68.8% |
| Participant deferral / active EE | $4,537 | $5,948-23.7% | $5,198-12.7% | $5,851-22.5% |
| Admin fee / account holder | $260 | $17,111-98.5% | $13,955-98.1% | $11,599-97.8% |