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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 | $170,799 | $346,414-50.7% | $336,625-49.3% | $254,542-32.9% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.3%+52.7pp |
| Annual return | 16.80% | 10.29%+6.5pp | 10.36%+6.4pp | 12.16%+4.6pp |
| Employer contribution / active EE | $20,455 | $54,462-62.4% | $52,561-61.1% | $44,747-54.3% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |