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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 | $40,847 | $312,448-86.9% | $297,102-86.3% | $422,293-90.3% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.4%+64.6pp | 34.7%+65.3pp |
| Annual return | 41.12% | 7.80%+33.3pp | 7.91%+33.2pp | 12.28%+28.8pp |
| Employer contribution / active EE | $25,667 | $30,768-16.6% | $29,328-12.5% | $34,589-25.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |