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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 | $79,278 | $79,2780% | $79,2780% | $380,063-79.1% |
| Participation rate | 100.0% | 10.0%+90.0pp | 7.7%+92.3pp | 27.7%+72.3pp |
| Annual return | 2.80% | -0.76%+3.6pp | 0.87%+1.9pp | 15.59%-12.8pp |
| Employer contribution / active EE | $27,114 | $17,429+55.6% | $17,293+56.8% | $33,256-18.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $20 | $200% | $200% | $21,009-99.9% |