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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 | $9,684 | $157,276-93.8% | $141,177-93.1% | $152,885-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 994.71% | 64.33%+930.4pp | 71.40%+923.3pp | 345.39%+649.3pp |
| Employer contribution / active EE | $3,785 | $5,262-28.1% | $4,736-20.1% | $4,763-20.5% |
| Participant deferral / active EE | $7,170 | $7,110+0.8% | $6,710+6.9% | $5,851+22.6% |
| Admin fee / account holder | $97 | $12,123-99.2% | $10,263-99.1% | $11,598-99.2% |