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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 | $128,602 | $354,213-63.7% | $568,132-77.4% | $254,542-49.5% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 9.82% | 12.49%-2.7pp | 14.64%-4.8pp | 12.16%-2.3pp |
| Employer contribution / active EE | $22,000 | $52,238-57.9% | $41,831-47.4% | $44,747-50.8% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |