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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 | $157,115 | $397,815-60.5% | $397,815-60.5% | $286,788-45.2% |
| Participation rate | 100.0% | 49.0%+51.0pp | 33.6%+66.4pp | 37.6%+62.4pp |
| Annual return | 10.11% | 9.62%+0.5pp | 9.74%+0.4pp | 9.30%+0.8pp |
| Employer contribution / active EE | $43,001 | $46,336-7.2% | $39,474+8.9% | $43,748-1.7% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |