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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 | $24,803 | $78,705-68.5% | $117,860-79.0% | $70,124-64.6% |
| Participation rate | 77.6% | 73.2%+4.4pp | 79.7%-2.1pp | 69.5%+8.0pp |
| Annual return | 18.53% | 23.30%-4.8pp | 335.10%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $374 | $3,297-88.7% | $4,482-91.7% | $3,332-88.8% |
| Admin fee / account holder | $192 | $5,065-96.2% | $8,021-97.6% | $4,645-95.9% |