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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 | $115,931-73.2% | $185,441-83.3% | $86,983-64.3% |
| Participation rate | 91.8% | 73.6%+18.2pp | 80.3%+11.6pp | 69.5%+22.3pp |
| Annual return | 15.22% | 21.47%-6.2pp | 20.16%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,890 | $4,551-58.5% | $6,152-69.3% | $4,194-54.9% |
| Admin fee / account holder | $95 | $10,687-99.1% | $17,890-99.5% | $7,856-98.8% |