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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 | $161,255 | $312,448-48.4% | $297,102-45.7% | $422,293-61.8% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.4%+64.6pp | 34.7%+65.3pp |
| Annual return | 10.77% | 7.80%+3.0pp | 7.91%+2.9pp | 12.28%-1.5pp |
| Employer contribution / active EE | $28,083 | $30,768-8.7% | $29,328-4.2% | $34,589-18.8% |
| 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% |