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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 | $31,145 | $198,945-84.3% | $184,886-83.2% | $248,183-87.5% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | 0.00% | 7.15%-7.2pp | 8.32%-8.3pp | 10.21%-10.2pp |
| Employer contribution / active EE | $30,476 | $38,756-21.4% | $30,793-1.0% | $42,272-27.9% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |