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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 | $19,348 | $202,342-90.4% | $172,753-88.8% | $152,909-87.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.66% | 1029.88%-1004.2pp | 803.00%-777.3pp | 345.46%-319.8pp |
| Employer contribution / active EE | $11,026 | $5,857+88.2% | $5,144+114.4% | $4,764+131.5% |
| Participant deferral / active EE | $12,161 | $5,948+104.4% | $5,198+134.0% | $5,851+107.8% |
| Admin fee / account holder | $299 | $17,112-98.3% | $13,956-97.9% | $11,601-97.4% |