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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 | $191,724 | $101,802+88.3% | $101,802+88.3% | $287,034-33.2% |
| Participation rate | 100.0% | 20.0%+80.0pp | 7.1%+92.9pp | 55.9%+44.1pp |
| Annual return | 8.17% | 7.69%+0.5pp | 9.51%-1.3pp | 24.44%-16.3pp |
| Employer contribution / active EE | $42,857 | $34,561+24.0% | $23,377+83.3% | $41,344+3.7% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |