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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 | $197,906 | $340,249-41.8% | $329,695-40.0% | $330,599-40.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 35.55% | 10.01%+25.5pp | 9.82%+25.7pp | 13.05%+22.5pp |
| Employer contribution / active EE | $37,500 | $31,912+17.5% | $30,322+23.7% | $37,664-0.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |