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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 | $88,421 | $337,865-73.8% | $346,182-74.5% | $254,542-65.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.4%+52.6pp |
| Annual return | 9.36% | 12.82%-3.5pp | 13.48%-4.1pp | 12.16%-2.8pp |
| Employer contribution / active EE | $52,809 | $49,622+6.4% | $47,067+12.2% | $44,747+18.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $15 | $14,867-99.9% | $14,572-99.9% | $17,640-99.9% |