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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 | $32,703 | $258,723-87.4% | $247,553-86.8% | $285,997-88.6% |
| Participation rate | 83.3% | 61.8%+21.6pp | 50.4%+32.9pp | 55.8%+27.5pp |
| Annual return | 21.04% | 34.49%-13.5pp | 32.33%-11.3pp | 24.44%-3.4pp |
| Employer contribution / active EE | $20,006 | $36,001-44.4% | $33,960-41.1% | $41,348-51.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $100 | $10,641-99.1% | $10,141-99.0% | $22,013-99.5% |