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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 | $162,628 | $212,469-23.5% | $477,209-65.9% | $254,173-36.0% |
| Participation rate | 100.0% | 29.4%+70.6pp | 10.2%+89.8pp | 43.0%+57.0pp |
| Annual return | 10.87% | -14.68%+25.5pp | -2.84%+13.7pp | 259.17%-248.3pp |
| Employer contribution / active EE | $17,342 | $47,728-63.7% | $33,329-48.0% | $41,471-58.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $142 | $3,190-95.6% | $2,475-94.3% | $21,502-99.3% |