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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 | $31,022 | $108,825-71.5% | $156,181-80.1% | $82,448-62.4% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.8pp |
| Annual return | 15.22% | 20.59%-5.4pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,890 | $4,577-58.7% | $6,132-69.2% | $4,139-54.3% |
| Admin fee / account holder | $95 | $9,341-99.0% | $14,586-99.3% | $7,234-98.7% |