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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 | $25,845 | $185,856-86.1% | $170,028-84.8% | $139,456-81.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $8,705 | $7,593+14.6% | $6,788+28.2% | $4,753+83.2% |
| Participant deferral / active EE | $19,807 | $11,623+70.4% | $10,409+90.3% | $6,711+195.1% |
| Admin fee / account holder | $256 | $15,387-98.3% | $12,820-98.0% | $11,407-97.8% |