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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 | $3,220 | $136,860-97.6% | $120,344-97.3% | $154,746-97.9% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 21.41% | 21.38%0pp | 20.30%+1.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,178 | $5,793-79.7% | $5,135-77.1% | $6,730-82.5% |
| Admin fee / account holder | $79 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |