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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 | $205,915 | $355,607-42.1% | $323,456-36.3% | $554,306-62.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 25.18% | 14.31%+10.9pp | 13.47%+11.7pp | 10.47%+14.7pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $5,000 | $8,255-39.4% | $7,386-32.3% | $3,690+35.5% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |