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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 | $7,389 | $65,361-88.7% | $92,903-92.0% | $72,983-89.9% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.6pp |
| Annual return | 32.64% | 42.11%-9.5pp | 109.43%-76.8pp | 81.01%-48.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,143 | $3,128-63.5% | $4,238-73.0% | $3,608-68.3% |
| Admin fee / account holder | $128 | $4,251-97.0% | $5,795-97.8% | $5,124-97.5% |