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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 | $19,565 | $87,733-77.7% | $106,551-81.6% | $85,856-77.2% |
| Participation rate | 79.3% | 71.9%+7.3pp | 76.1%+3.1pp | 69.3%+10.0pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $536 | $2,073-74.1% | $2,819-81.0% | $2,565-79.1% |
| Participant deferral / active EE | $1,026 | $3,469-70.4% | $4,398-76.7% | $3,952-74.0% |
| Admin fee / account holder | $57 | $6,767-99.2% | $7,408-99.2% | $6,261-99.1% |