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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 | $10,698 | $116,203-90.8% | $93,621-88.6% | $152,909-93.0% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 18.43% | 35.96%-17.5pp | 32.76%-14.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,237 | $4,605-73.1% | $4,070-69.6% | $5,851-78.9% |
| Admin fee / account holder | $25 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |