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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 | $9,766 | $108,825-91.0% | $156,181-93.7% | $82,448-88.2% |
| Participation rate | 92.1% | 72.4%+19.7pp | 78.8%+13.2pp | 68.1%+24.0pp |
| Annual return | 13.92% | 20.59%-6.7pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,495 | $4,577-67.3% | $6,132-75.6% | $4,139-63.9% |
| Admin fee / account holder | $211 | $9,341-97.7% | $14,586-98.6% | $7,234-97.1% |