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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 | $224,296 | $265,195-15.4% | $422,209-46.9% | $287,034-21.9% |
| Participation rate | 93.8% | 49.8%+44.0pp | 23.3%+70.4pp | 55.9%+37.8pp |
| Annual return | 11.81% | 13.43%-1.6pp | 12.68%-0.9pp | 24.44%-12.6pp |
| Employer contribution / active EE | $15,625 | $48,153-67.6% | $41,609-62.4% | $41,344-62.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $64 | $2,528-97.5% | $10,609-99.4% | $22,013-99.7% |