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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 | $19,757 | $80,983-75.6% | $96,544-79.5% | $75,177-73.7% |
| Participation rate | 80.6% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.4pp |
| Annual return | 0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $15,933 | $2,282+598.1% | $2,966+437.1% | $2,671+496.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |