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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 | $13,511 | $140,592-90.4% | $123,105-89.0% | $125,389-89.2% |
| Participation rate | 78.9% | 88.2%-9.3pp | 86.8%-7.8pp | 83.2%-4.2pp |
| Annual return | 0.54% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,519 | $6,980-78.2% | $6,229-75.6% | $5,352-71.6% |
| Admin fee / account holder | $23 | $11,198-99.8% | $9,014-99.7% | $9,541-99.8% |