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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 | $35,630 | $115,931-69.3% | $185,441-80.8% | $86,983-59.0% |
| Participation rate | 85.7% | 73.6%+12.1pp | 80.3%+5.5pp | 69.5%+16.2pp |
| Annual return | 18.37% | 21.47%-3.1pp | 20.16%-1.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $521 | $4,551-88.5% | $6,152-91.5% | $4,194-87.6% |
| Admin fee / account holder | $257 | $10,687-97.6% | $17,890-98.6% | $7,856-96.7% |