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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 | $3,659 | $95,453-96.2% | $112,040-96.7% | $82,448-95.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 26.39% | 23.92%+2.5pp | 24.52%+1.9pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,831 | $4,224-56.6% | $5,098-64.1% | $4,139-55.8% |
| Admin fee / account holder | $43 | $9,013-99.5% | $12,098-99.6% | $7,234-99.4% |