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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 | $114,712-73.0% | $173,730-82.1% | $87,485-64.5% |
| Participation rate | 91.8% | 73.0%+18.8pp | 79.6%+12.3pp | 68.9%+22.9pp |
| Annual return | 15.22% | 20.18%-5.0pp | 19.96%-4.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,890 | $4,642-59.3% | $6,326-70.1% | $4,274-55.8% |
| Admin fee / account holder | $95 | $10,210-99.1% | $17,523-99.5% | $7,775-98.8% |