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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 | $24,508 | $76,371-67.9% | $93,621-73.8% | $72,976-66.4% |
| Participation rate | 93.5% | 71.8%+21.8pp | 75.8%+17.7pp | 69.5%+24.1pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,242 | $3,538-64.9% | $4,070-69.5% | $3,608-65.6% |
| Admin fee / account holder | $78 | $6,839-98.9% | $7,890-99.0% | $5,124-98.5% |