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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 | $6,663 | $108,825-93.9% | $156,181-95.7% | $82,448-91.9% |
| Participation rate | 75.4% | 72.4%+3.0pp | 78.8%-3.4pp | 68.1%+7.3pp |
| Annual return | 21.01% | 20.59%+0.4pp | 64.87%-43.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,527 | $4,577-66.6% | $6,132-75.1% | $4,139-63.1% |
| Admin fee / account holder | $71 | $9,341-99.2% | $14,586-99.5% | $7,234-99.0% |