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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 | $72,187 | $233,278-69.1% | $379,314-81.0% | $233,076-69.0% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | 4.98% | -2.89%+7.9pp | -2.18%+7.2pp | -82.67%+87.6pp |
| Employer contribution / active EE | $23,500 | $50,326-53.3% | $38,751-39.4% | $43,771-46.3% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |