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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 | $65,027 | $293,167-77.8% | $373,805-82.6% | $254,173-74.4% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | 7.35% | 8.90%-1.6pp | 9.52%-2.2pp | 259.17%-251.8pp |
| Employer contribution / active EE | $25,567 | $50,076-48.9% | $41,951-39.1% | $41,471-38.4% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |