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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 | $132,246 | $212,470-37.8% | $428,620-69.1% | $254,542-48.0% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 18.45% | 21.43%-3.0pp | 20.73%-2.3pp | 12.16%+6.3pp |
| Employer contribution / active EE | $58,900 | $39,472+49.2% | $36,503+61.4% | $44,747+31.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |