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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 | $5,406 | $124,425-95.7% | $112,040-95.2% | $137,256-96.1% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 25.66% | 24.72%+0.9pp | 24.52%+1.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,736 | $5,718-69.6% | $5,098-65.9% | $6,407-72.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |