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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 | $129,455 | $156,023-17.0% | $161,924-20.1% | $286,788-54.9% |
| Participation rate | 100.0% | 56.3%+43.8pp | 34.6%+65.4pp | 37.6%+62.4pp |
| Annual return | 9.39% | 9.86%-0.5pp | 10.41%-1.0pp | 9.30%+0.1pp |
| Employer contribution / active EE | $56,065 | $35,661+57.2% | $31,248+79.4% | $43,748+28.2% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $13 | $1,130-98.9% | $1,130-98.9% | $12,596-99.9% |