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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 | $3,987 | $112,729-96.5% | $98,716-96.0% | $137,256-97.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 21.09% | 38.48%-17.4pp | 31.81%-10.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,033 | $4,640-77.7% | $4,048-74.5% | $6,407-83.9% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |