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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 | $23,539 | $202,345-88.4% | $172,755-86.4% | $152,885-84.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.03% | 1029.77%-1002.7pp | 802.94%-775.9pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,772 | $5,858-69.8% | $5,144-65.6% | $4,763-62.8% |
| Participant deferral / active EE | $6,298 | $5,948+5.9% | $5,198+21.2% | $5,851+7.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |