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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 | $23,196 | $94,529-75.5% | $140,019-83.4% | $64,173-63.9% |
| Participation rate | 89.1% | 84.1%+5.0pp | 87.5%+1.6pp | 69.6%+19.5pp |
| Annual return | 5.88% | 7.77%-1.9pp | 651.17%-645.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,152 | $5,250-78.1% | $6,927-83.4% | $3,470-66.8% |
| Admin fee / account holder | $280 | $6,741-95.8% | $10,705-97.4% | $4,887-94.3% |