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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 | $69,899 | $224,072-68.8% | $220,428-68.3% | $254,510-72.5% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 26.33% | 99.74%-73.4pp | 90.61%-64.3pp | 259.14%-232.8pp |
| Employer contribution / active EE | $32,000 | $35,080-8.8% | $32,730-2.2% | $41,471-22.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $261 | $13,610-98.1% | $12,805-98.0% | $21,546-98.8% |