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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 | $146,237 | $261,421-44.1% | $248,520-41.2% | $254,542-42.5% |
| Participation rate | 100.0% | 59.1%+40.9pp | 35.1%+64.9pp | 47.3%+52.7pp |
| Annual return | 21.60% | 9.46%+12.1pp | 239.57%-218.0pp | 12.16%+9.4pp |
| Employer contribution / active EE | $40,986 | $52,068-21.3% | $43,837-6.5% | $44,747-8.4% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $86 | $39,249-99.8% | $36,083-99.8% | $17,640-99.5% |