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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 | $12,997 | $124,187-89.5% | $108,410-88.0% | $167,518-92.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 28.48% | 1379.80%-1351.3pp | 905.34%-876.9pp | 478.71%-450.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,883 | $6,908+14.1% | $6,562+20.1% | $6,342+24.3% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |