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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 | $22,505 | $380,050-94.1% | $322,681-93.0% | $237,064-90.5% |
| Participation rate | 90.9% | 34.9%+56.0pp | 27.6%+63.3pp | 45.6%+45.3pp |
| Annual return | 13.12% | 3.71%+9.4pp | 4.07%+9.0pp | 4.16%+9.0pp |
| Employer contribution / active EE | $15,554 | $41,545-62.6% | $36,235-57.1% | $42,918-63.8% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |