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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 | $130,190 | $258,723-49.7% | $247,553-47.4% | $285,997-54.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 25.35% | 34.49%-9.1pp | 32.33%-7.0pp | 24.44%+0.9pp |
| Employer contribution / active EE | $40,693 | $36,001+13.0% | $33,960+19.8% | $41,348-1.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $10 | $10,641-99.9% | $10,141-99.9% | $22,013-100.0% |