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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 | $48,470 | $337,865-85.7% | $346,182-86.0% | $254,542-81.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 9.12% | 12.82%-3.7pp | 13.48%-4.4pp | 12.16%-3.0pp |
| Employer contribution / active EE | $22,167 | $49,622-55.3% | $47,067-52.9% | $44,747-50.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $171 | $14,867-98.9% | $14,572-98.8% | $17,640-99.0% |