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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 | $171,633 | $198,945-13.7% | $184,886-7.2% | $248,183-30.8% |
| Participation rate | 76.9% | 57.2%+19.8pp | 47.1%+29.8pp | 45.9%+31.0pp |
| Annual return | 12.69% | 7.15%+5.5pp | 8.32%+4.4pp | 10.21%+2.5pp |
| Employer contribution / active EE | $38,462 | $38,756-0.8% | $30,793+24.9% | $42,272-9.0% |
| 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% |