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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 | $7,073 | $124,425-94.3% | $112,040-93.7% | $137,256-94.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 20.66% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,586 | $5,718-72.3% | $5,098-68.9% | $6,407-75.2% |
| Admin fee / account holder | $26 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |