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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 | $92,580 | $600,318-84.6% | $600,318-84.6% | $340,936-72.8% |
| Participation rate | 100.0% | 51.1%+48.9pp | 42.6%+57.4pp | 31.0%+69.0pp |
| Annual return | 0.00% | 3.94%-3.9pp | 4.07%-4.1pp | 14.18%-14.2pp |
| Employer contribution / active EE | $92,580 | $38,558+140.1% | $37,644+145.9% | $33,339+177.7% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $54,828-100.0% | $54,828-100.0% | $17,688-100.0% |