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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 | $273,772-85.1% | $255,499-84.0% | $328,120-87.6% |
| Participation rate | 100.0% | 41.4%+58.6pp | 32.7%+67.3pp | 34.1%+65.9pp |
| Annual return | 41.12% | 6.69%+34.4pp | 6.84%+34.3pp | 13.02%+28.1pp |
| Employer contribution / active EE | $25,667 | $31,317-18.0% | $29,902-14.2% | $34,257-25.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |