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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 | $974 | $112,729-99.1% | $98,716-99.0% | $137,256-99.3% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 23.67% | 38.48%-14.8pp | 31.81%-8.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $331 | $4,640-92.9% | $4,048-91.8% | $6,407-94.8% |
| Admin fee / account holder | $129 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |