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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 | $15,743 | $202,345-92.2% | $172,755-90.9% | $152,885-89.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.62% | 1029.77%-993.2pp | 802.94%-766.3pp | 345.39%-308.8pp |
| Employer contribution / active EE | $3,323 | $5,858-43.3% | $5,144-35.4% | $4,763-30.2% |
| Participant deferral / active EE | $6,691 | $5,948+12.5% | $5,198+28.7% | $5,851+14.4% |
| Admin fee / account holder | $9 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |