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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 | $88,396 | $179,235-50.7% | $161,646-45.3% | $254,542-65.3% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.3%+52.7pp |
| Annual return | 15.06% | 12.78%+2.3pp | 12.93%+2.1pp | 12.16%+2.9pp |
| Employer contribution / active EE | $12,175 | $42,142-71.1% | $35,210-65.4% | $44,747-72.8% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |