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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 | $46,074 | $202,389-77.2% | $198,173-76.8% | $248,183-81.4% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 9.01% | 9.90%-0.9pp | 10.16%-1.1pp | 10.21%-1.2pp |
| Employer contribution / active EE | $22,282 | $36,071-38.2% | $33,192-32.9% | $42,272-47.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |