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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 | $6,100 | $117,829-94.8% | $102,423-94.0% | $145,877-95.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 20.81% | 31.83%-11.0pp | 29.42%-8.6pp | 551.28%-530.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,481 | $5,732-74.2% | $5,054-70.7% | $6,691-77.9% |
| Admin fee / account holder | $182 | $13,335-98.6% | $9,455-98.1% | $13,402-98.6% |