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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 | $189,640 | $315,136-39.8% | $286,273-33.8% | $254,542-25.5% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.3%+52.7pp |
| Annual return | 9.76% | 10.25%-0.5pp | 10.78%-1.0pp | 12.16%-2.4pp |
| Employer contribution / active EE | $50,000 | $47,546+5.2% | $41,857+19.5% | $44,747+11.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |