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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 | $102,400 | $240,976-57.5% | $202,277-49.4% | $286,788-64.3% |
| Participation rate | 100.0% | 29.4%+70.6pp | 30.0%+70.0pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.32%-8.3pp | 8.88%-8.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $102,400 | $47,428+115.9% | $42,607+140.3% | $43,748+134.1% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |