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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 | $21,272 | $337,865-93.7% | $346,182-93.9% | $254,542-91.6% |
| Participation rate | 85.7% | 56.9%+28.8pp | 52.1%+33.6pp | 47.3%+38.4pp |
| Annual return | 0.00% | 12.82%-12.8pp | 13.48%-13.5pp | 12.16%-12.2pp |
| Employer contribution / active EE | $21,272 | $49,622-57.1% | $47,067-54.8% | $44,747-52.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |