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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 | $160,501 | $468,422-65.7% | $468,422-65.7% | $339,457-52.7% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 43.9%+56.1pp |
| Annual return | 3.72% | 6.31%-2.6pp | 6.74%-3.0pp | 13.05%-9.3pp |
| Employer contribution / active EE | $0 | $48,172-100.0% | $43,785-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,074-100.0% |