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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 | $84,245-5.9% | $84,245-5.9% | $340,936-76.7% |
| Participation rate | 100.0% | 9.1%+90.9pp | 7.1%+92.9pp | 31.0%+69.0pp |
| Annual return | 2.80% | 0.05%+2.8pp | 1.43%+1.4pp | 14.18%-11.4pp |
| Employer contribution / active EE | $27,114 | $17,913+51.4% | $17,287+56.9% | $33,339-18.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $20 | $380-94.7% | $380-94.7% | $17,688-99.9% |