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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 | $100,194-82.7% | $122,979-85.9% | $86,983-80.0% |
| Participation rate | 78.3% | 73.0%+5.3pp | 77.2%+1.1pp | 69.5%+8.7pp |
| Annual return | 17.08% | 16.47%+0.6pp | 20.12%-3.0pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,764 | $4,133-57.3% | $5,003-64.7% | $4,194-57.9% |
| Admin fee / account holder | $83 | $10,148-99.2% | $12,864-99.4% | $7,856-98.9% |