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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 | $146,036 | $337,865-56.8% | $346,182-57.8% | $254,542-42.6% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 16.26% | 12.82%+3.4pp | 13.48%+2.8pp | 12.16%+4.1pp |
| Employer contribution / active EE | $25,000 | $49,622-49.6% | $47,067-46.9% | $44,747-44.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |