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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 | $36,658 | $363,803-89.9% | $382,887-90.4% | $669,896-94.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 5.76% | 10.49%-4.7pp | 10.49%-4.7pp | 11.25%-5.5pp |
| Employer contribution / active EE | $17,642 | $27,054-34.8% | $29,204-39.6% | $23,407-24.6% |
| Participant deferral / active EE | $0 | $15,702-100.0% | $15,702-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $2,613-100.0% | $2,613-100.0% | $52,310-100.0% |