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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 | $182,120 | $315,650-42.3% | $308,621-41.0% | $338,137-46.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 22.79% | 8.11%+14.7pp | 8.05%+14.7pp | 13.05%+9.7pp |
| Employer contribution / active EE | $0 | $44,185-100.0% | $42,683-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |