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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 | $36,709 | $337,218-89.1% | $313,292-88.3% | $222,458-83.5% |
| Participation rate | 100.0% | 48.5%+51.5pp | 35.7%+64.3pp | 48.7%+51.3pp |
| Annual return | -2.89% | -2.99%+0.1pp | -2.79%-0.1pp | -2.16%-0.7pp |
| Employer contribution / active EE | $16,113 | $44,634-63.9% | $39,327-59.0% | $42,949-62.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |