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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 | $147,167 | $69,807+110.8% | $65,170+125.8% | $349,369-57.9% |
| Participation rate | 100.0% | 45.8%+54.2pp | 29.3%+70.7pp | 44.4%+55.6pp |
| Annual return | -5.63% | 10.17%-15.8pp | 7.07%-12.7pp | -14.65%+9.0pp |
| Employer contribution / active EE | $25,000 | $38,496-35.1% | $34,847-28.3% | $46,321-46.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $13 | $51-75.4% | $51-75.4% | $14,582-99.9% |