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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 | $2,995 | $78,428-96.2% | $95,960-96.9% | $79,852-96.2% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 18.89% | 19.37%-0.5pp | 91.63%-72.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,004 | $3,440-70.8% | $4,167-75.9% | $3,740-73.2% |
| Admin fee / account holder | $276 | $5,622-95.1% | $6,797-95.9% | $5,306-94.8% |