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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 | $1,211 | $95,453-98.7% | $112,040-98.9% | $82,448-98.5% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 24.37% | 23.92%+0.5pp | 24.52%-0.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $531 | $4,224-87.4% | $5,098-89.6% | $4,139-87.2% |
| Admin fee / account holder | $196 | $9,013-97.8% | $12,098-98.4% | $7,234-97.3% |