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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 | $25,716 | $194,546-86.8% | $177,138-85.5% | $461,066-94.4% |
| Participation rate | 100.0% | 87.7%+12.3pp | 80.4%+19.6pp | 87.7%+12.3pp |
| Annual return | 34.07% | -1.68%+35.7pp | -1.47%+35.5pp | 484.84%-450.8pp |
| Employer contribution / active EE | $0 | $3,127-100.0% | $2,899-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,619-100.0% | $4,283-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $31,625-100.0% | $26,176-100.0% | $28,147-100.0% |