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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 | $109,253 | $545,454-80.0% | $534,296-79.6% | $430,769-74.6% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 20.77% | -0.06%+20.8pp | 0.02%+20.8pp | 10.77%+10.0pp |
| Employer contribution / active EE | $23,891 | $34,675-31.1% | $34,080-29.9% | $26,022-8.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |