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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 | $3,285 | $93,617-96.5% | $135,982-97.6% | $75,177-95.6% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 25.14% | 30.89%-5.7pp | 68.32%-43.2pp | 160.75%-135.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,200 | $6,406-81.3% | $7,760-84.5% | $4,126-70.9% |
| Admin fee / account holder | $295 | $6,980-95.8% | $10,767-97.3% | $5,651-94.8% |