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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 | $4,366 | $106,524-95.9% | $152,301-97.1% | $87,485-95.0% |
| Participation rate | 82.3% | 75.8%+6.5pp | 82.4%-0.2pp | 68.9%+13.4pp |
| Annual return | 23.00% | 26.89%-3.9pp | 80.50%-57.5pp | 26.06%-3.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,743 | $6,525-73.3% | $8,004-78.2% | $4,274-59.2% |
| Admin fee / account holder | $274 | $8,287-96.7% | $14,398-98.1% | $7,775-96.5% |