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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 | $136,381 | $202,389-32.6% | $198,173-31.2% | $248,183-45.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 8.79% | 9.90%-1.1pp | 10.16%-1.4pp | 10.21%-1.4pp |
| Employer contribution / active EE | $33,055 | $36,071-8.4% | $33,192-0.4% | $42,272-21.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $26 | $7,397-99.7% | $7,531-99.7% | $13,518-99.8% |