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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 | $61,316 | $385,501-84.1% | $350,496-82.5% | $248,183-75.3% |
| Participation rate | 100.0% | 44.6%+55.4pp | 31.4%+68.6pp | 45.9%+54.1pp |
| Annual return | 4.04% | 13.23%-9.2pp | 12.88%-8.8pp | 10.21%-6.2pp |
| Employer contribution / active EE | $27,450 | $45,589-39.8% | $40,010-31.4% | $42,272-35.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $297 | $7,618-96.1% | $7,226-95.9% | $13,518-97.8% |