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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 | $115,225-96.5% | $100,712-96.0% | $138,895-97.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 21.09% | 40.35%-19.3pp | 33.27%-12.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,033 | $4,699-78.0% | $4,085-74.7% | $6,396-83.9% |
| Admin fee / account holder | $17 | $10,844-99.8% | $9,256-99.8% | $12,562-99.9% |