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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 | $140,393 | $447,575-68.6% | $442,758-68.3% | $587,889-76.1% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 7.46% | 60.52%-53.1pp | 57.90%-50.4pp | 19.70%-12.2pp |
| Employer contribution / active EE | $0 | $19,373-100.0% | $20,141-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,457-100.0% |