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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 | $16,780 | $93,617-82.1% | $135,982-87.7% | $75,177-77.7% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 16.12% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,193 | $6,406-65.8% | $7,760-71.7% | $4,126-46.9% |
| Admin fee / account holder | $187 | $6,980-97.3% | $10,767-98.3% | $5,651-96.7% |