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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 | $7,182 | $97,648-92.6% | $121,663-94.1% | $87,485-91.8% |
| Participation rate | 71.4% | 70.5%+1.0pp | 74.5%-3.1pp | 68.9%+2.5pp |
| Annual return | 16.31% | 18.03%-1.7pp | 147.54%-131.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $926 | $3,923-76.4% | $4,887-81.1% | $4,274-78.3% |
| Admin fee / account holder | $166 | $11,100-98.5% | $14,289-98.8% | $7,775-97.9% |