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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 | $133,350 | $288,797-53.8% | $239,577-44.3% | $382,429-65.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.94% | -3.30%+18.2pp | -0.70%+15.6pp | 248.85%-233.9pp |
| Employer contribution / active EE | $20,534 | $8,558+139.9% | $7,232+183.9% | $8,036+155.5% |
| Participant deferral / active EE | $8,517 | $6,420+32.7% | $5,676+50.1% | $5,727+48.7% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |