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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 | $11,618 | $177,383-93.5% | $177,383-93.5% | $222,458-94.8% |
| Participation rate | 85.7% | 57.1%+28.6pp | 23.8%+61.9pp | 48.7%+37.0pp |
| Annual return | 0.00% | -2.14%+2.1pp | -0.48%+0.5pp | -2.16%+2.2pp |
| Employer contribution / active EE | $16,040 | $29,259-45.2% | $23,357-31.3% | $42,949-62.7% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,964-100.0% | $3,964-100.0% | $12,572-100.0% |