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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 | $375,661-34.8% | $312,151-21.6% | $382,429-36.0% |
| Participation rate | 75.0% | 91.4%-16.4pp | 89.1%-14.1pp | 87.7%-12.7pp |
| Annual return | 17.67% | 0.11%+17.6pp | 1.82%+15.9pp | 248.85%-231.2pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $64,308-100.0% | $51,799-100.0% | $30,732-100.0% |