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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 | $47,436 | $134,556-64.7% | $134,556-64.7% | $340,936-86.1% |
| Participation rate | 0.0% | 20.0%-20.0pp | 18.2%-18.2pp | 31.0%-31.0pp |
| Annual return | 15.76% | 6.89%+8.9pp | 7.17%+8.6pp | 14.18%+1.6pp |
| Employer contribution / active EE | $0 | $31,644-100.0% | $29,386-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $292-100.0% | $623-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $17,688-100.0% |