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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 | $49,635 | $254,759-80.5% | $216,567-77.1% | $198,609-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.53% | 10.04%-5.5pp | 12.94%-8.4pp | 202.70%-198.2pp |
| Employer contribution / active EE | $7,500 | $6,096+23.0% | $5,216+43.8% | $5,055+48.4% |
| Participant deferral / active EE | $15,250 | $6,948+119.5% | $6,191+146.3% | $6,977+118.6% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |