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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 | $28,585 | $183,978-84.5% | $162,171-82.4% | $152,885-81.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 481.62% | 150.78%+330.8pp | 115.60%+366.0pp | 345.39%+136.2pp |
| Employer contribution / active EE | $15,000 | $6,370+135.5% | $5,613+167.2% | $4,763+214.9% |
| Participant deferral / active EE | $10,200 | $8,033+27.0% | $7,297+39.8% | $5,851+74.3% |
| Admin fee / account holder | $85 | $13,122-99.4% | $10,843-99.2% | $11,598-99.3% |