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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 | $17,368 | $95,404-81.8% | $113,397-84.7% | $82,637-79.0% |
| Participation rate | 78.3% | 72.8%+5.4pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 17.08% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,764 | $4,220-58.2% | $5,076-65.3% | $4,126-57.2% |
| Admin fee / account holder | $83 | $9,168-99.1% | $11,957-99.3% | $7,339-98.9% |