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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 | $4,331 | $126,661-96.6% | $113,397-96.2% | $138,895-96.9% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 25.55% | 25.05%+0.5pp | 23.20%+2.3pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,355 | $5,693-76.2% | $5,076-73.3% | $6,396-78.8% |
| Admin fee / account holder | $84 | $14,549-99.4% | $11,957-99.3% | $12,562-99.3% |