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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 | $108,086 | $47,409+128.0% | $213,834-49.5% | $107,032+1.0% |
| Participation rate | 100.0% | 7.1%+92.9pp | 12.2%+87.8pp | 9.9%+90.1pp |
| Annual return | -13.54% | -3.51%-10.0pp | -5.12%-8.4pp | -5.25%-8.3pp |
| Employer contribution / active EE | $8,563 | $11,313-24.3% | $31,020-72.4% | $15,161-43.5% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |