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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 | $229,645 | $318,230-27.8% | $306,246-25.0% | $285,997-19.7% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 17.58% | 37.67%-20.1pp | 35.15%-17.6pp | 24.44%-6.9pp |
| Employer contribution / active EE | $76,805 | $48,360+58.8% | $46,389+65.6% | $41,348+85.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |