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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 | $17,063 | $176,120-90.3% | $159,487-89.3% | $167,553-89.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,077 | $5,299+33.5% | $4,831+46.5% | $4,840+46.2% |
| Participant deferral / active EE | $9,503 | $7,752+22.6% | $7,354+29.2% | $6,343+49.8% |
| Admin fee / account holder | $26 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |