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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 | $77,805 | $344,842-77.4% | $334,005-76.7% | $339,457-77.1% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 17.36% | 10.02%+7.3pp | 9.82%+7.5pp | 13.05%+4.3pp |
| Employer contribution / active EE | $12,778 | $31,894-59.9% | $30,304-57.8% | $37,651-66.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |