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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 | $128,425 | $186,219-31.0% | $201,582-36.3% | $286,788-55.2% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 10.33% | 8.34%+2.0pp | 11.08%-0.7pp | 9.30%+1.0pp |
| Employer contribution / active EE | $30,995 | $35,279-12.1% | $28,418+9.1% | $43,748-29.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |