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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 | $10,606 | $126,661-91.6% | $113,397-90.6% | $138,895-92.4% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.5%-3.8pp | 79.9%-7.2pp |
| Annual return | 15.93% | 25.05%-9.1pp | 23.20%-7.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,704 | $5,693-70.1% | $5,076-66.4% | $6,396-73.4% |
| Admin fee / account holder | $123 | $14,549-99.2% | $11,957-99.0% | $12,562-99.0% |