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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 | $117,895-94.8% | $102,460-94.0% | $145,897-95.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 20.81% | 31.92%-11.1pp | 29.47%-8.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,481 | $5,736-74.2% | $5,056-70.7% | $6,689-77.9% |
| Admin fee / account holder | $182 | $13,353-98.6% | $9,460-98.1% | $13,390-98.6% |