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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 | $57,520 | $261,171-78.0% | $252,559-77.2% | $222,458-74.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -0.14% | -1.71%+1.6pp | -1.68%+1.5pp | -2.16%+2.0pp |
| Employer contribution / active EE | $41,667 | $47,449-12.2% | $44,959-7.3% | $42,949-3.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $218 | $14,004-98.4% | $12,994-98.3% | $12,572-98.3% |