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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 | $11,955 | $202,342-94.1% | $172,752-93.1% | $152,897-92.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,244 | $5,858-10.5% | $5,144+1.9% | $4,764+10.1% |
| Participant deferral / active EE | $5,244 | $5,948-11.8% | $5,198+0.9% | $5,851-10.4% |
| Admin fee / account holder | $21 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |