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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 | $3,400 | $73,787-95.4% | $98,716-96.6% | $82,448-95.9% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 23.34% | 18.57%+4.8pp | 31.81%-8.5pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $937 | $3,081-69.6% | $4,048-76.9% | $4,139-77.4% |
| Admin fee / account holder | $55 | $6,500-99.2% | $8,703-99.4% | $7,234-99.2% |