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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 | $244,761 | $391,394-37.5% | $342,983-28.6% | $461,066-46.9% |
| Participation rate | 75.0% | 89.0%-14.0pp | 88.2%-13.2pp | 87.7%-12.7pp |
| Annual return | 17.67% | -3.77%+21.4pp | -2.60%+20.3pp | 484.84%-467.2pp |
| Employer contribution / active EE | $0 | $8,803-100.0% | $7,825-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $23,519-100.0% | $22,391-100.0% | $28,147-100.0% |