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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 | $1,777 | $75,541-97.6% | $152,093-98.8% | $82,637-97.8% |
| Participation rate | 93.3% | 66.5%+26.8pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 22.93% | 32.56%-9.6pp | 66.36%-43.4pp | 53.51%-30.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $679 | $3,206-78.8% | $5,451-87.6% | $4,126-83.6% |
| Admin fee / account holder | $73 | $6,405-98.9% | $14,497-99.5% | $7,339-99.0% |