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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 | $135,704 | $316,187-57.1% | $269,529-49.7% | $461,066-70.6% |
| Participation rate | 100.0% | 86.6%+13.4pp | 82.8%+17.2pp | 87.7%+12.3pp |
| Annual return | 16.41% | -6.39%+22.8pp | -4.31%+20.7pp | 484.84%-468.4pp |
| Employer contribution / active EE | $0 | $10,349-100.0% | $8,701-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $16,501-100.0% | $15,286-100.0% | $28,147-100.0% |