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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 | $7,833 | $107,666-92.7% | $102,184-92.3% | $154,746-94.9% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.7%+12.6pp |
| Annual return | 22.81% | 29.33%-6.5pp | 31.58%-8.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,683 | $8,719-80.7% | $8,309-79.7% | $6,730-75.0% |
| Admin fee / account holder | $17 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |