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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,583 | $146,112-36.0% | $133,543,011-99.9% | $254,542-63.2% |
| Participation rate | 100.0% | 27.0%+73.0pp | 8.0%+92.0pp | 47.3%+52.7pp |
| Annual return | 5.98% | 4.63%+1.4pp | 29.77%-23.8pp | 12.16%-6.2pp |
| Employer contribution / active EE | $20,922 | $51,918-59.7% | $33,607-37.7% | $44,747-53.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |