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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 | $3,470 | $124,425-97.2% | $112,040-96.9% | $137,256-97.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 20.44% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $900 | $5,718-84.3% | $5,098-82.3% | $6,407-86.0% |
| Admin fee / account holder | $271 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |