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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 | $305,245-56.3% | $258,236-48.4% | $428,746-68.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 14.94% | -5.74%+20.7pp | -3.31%+18.2pp | 331.92%-317.0pp |
| Employer contribution / active EE | $20,534 | $9,167+124.0% | $7,891+160.2% | $8,363+145.5% |
| Participant deferral / active EE | $8,517 | $5,791+47.1% | $5,237+62.6% | $5,961+42.9% |
| Admin fee / account holder | $0 | $16,482-100.0% | $14,475-100.0% | $31,735-100.0% |