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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 | $138,091 | $457,257-69.8% | $460,228-70.0% | $405,731-66.0% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | -0.15% | -3.33%+3.2pp | -2.98%+2.8pp | 4.30%-4.4pp |
| Employer contribution / active EE | $11,819 | $29,788-60.3% | $29,339-59.7% | $26,636-55.6% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $3 | $3,869-99.9% | $4,523-99.9% | $12,997-100.0% |