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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 | $178,390 | $413,253-56.8% | $413,253-56.8% | $248,183-28.1% |
| Participation rate | 100.0% | 44.7%+55.3pp | 40.8%+59.2pp | 45.9%+54.1pp |
| Annual return | 10.38% | 8.43%+1.9pp | 8.55%+1.8pp | 10.21%+0.2pp |
| Employer contribution / active EE | $66,000 | $57,036+15.7% | $55,494+18.9% | $42,272+56.1% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |