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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 | $136,833-42.1% | $112,259-29.4% | $422,293-81.2% |
| Participation rate | 100.0% | 13.3%+86.7pp | 13.6%+86.4pp | 34.7%+65.3pp |
| Annual return | 2.80% | -2.43%+5.2pp | -0.21%+3.0pp | 12.28%-9.5pp |
| Employer contribution / active EE | $27,114 | $25,812+5.0% | $24,124+12.4% | $34,589-21.6% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $20 | $5,412-99.6% | $5,412-99.6% | $47,656-100.0% |