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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 | $18,896 | $95,404-80.2% | $113,397-83.3% | $82,637-77.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | 17.72% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,087 | $4,220-74.2% | $5,076-78.6% | $4,126-73.6% |
| Admin fee / account holder | $250 | $9,168-97.3% | $11,957-97.9% | $7,339-96.6% |