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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 | $6,423 | $78,428-91.8% | $95,960-93.3% | $79,852-92.0% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 16.59% | 19.37%-2.8pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,503 | $3,440-56.3% | $4,167-63.9% | $3,740-59.8% |
| Admin fee / account holder | $103 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |