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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 | $95,453-80.2% | $112,040-83.1% | $82,448-77.1% |
| Participation rate | 97.6% | 72.8%+24.9pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | 17.72% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,087 | $4,224-74.3% | $5,098-78.7% | $4,139-73.7% |
| Admin fee / account holder | $250 | $9,013-97.2% | $12,098-97.9% | $7,234-96.5% |