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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 | $3,333 | $86,938-96.2% | $102,423-96.7% | $80,925-95.9% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.7%+22.0pp |
| Annual return | 19.01% | 18.89%+0.1pp | 29.42%-10.4pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $830 | $4,120-79.9% | $5,054-83.6% | $4,299-80.7% |
| Admin fee / account holder | $63 | $8,053-99.2% | $9,455-99.3% | $6,940-99.1% |