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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 | $1,158 | $106,974-98.9% | $90,796-98.7% | $138,895-99.2% |
| Participation rate | 71.4% | 74.9%-3.4pp | 69.5%+1.9pp | 79.9%-8.5pp |
| Annual return | 23.72% | 20.10%+3.6pp | 19.29%+4.4pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $295 | $4,455-93.4% | $3,822-92.3% | $6,396-95.4% |
| Admin fee / account holder | $299 | $8,626-96.5% | $7,024-95.7% | $12,562-97.6% |