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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 | $335,627-27.1% | $283,941-13.8% | $428,746-42.9% |
| Participation rate | 75.0% | 89.1%-14.1pp | 87.7%-12.7pp | 88.2%-13.2pp |
| Annual return | 17.67% | 0.21%+17.5pp | 1.70%+16.0pp | 331.92%-314.3pp |
| Employer contribution / active EE | $0 | $7,488-100.0% | $6,503-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $33,255-100.0% | $30,380-100.0% | $31,735-100.0% |