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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 | $39,084 | $186,381-79.0% | $428,620-90.9% | $317,036-87.7% |
| Participation rate | 98.7% | 28.2%+70.5pp | 46.0%+52.7pp | 13.0%+85.7pp |
| Annual return | 12.93% | 12.39%+0.5pp | 20.73%-7.8pp | 13.59%-0.7pp |
| Employer contribution / active EE | $10,929 | $14,456-24.4% | $36,503-70.1% | $14,592-25.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $254 | $2,031-87.5% | $7,495-96.6% | $29,657-99.1% |