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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 | $2,705 | $111,814-97.6% | $103,378-97.4% | $145,978-98.1% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 18.95% | 24.80%-5.9pp | 24.91%-6.0pp | 550.52%-531.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,322 | $5,618-76.5% | $5,058-73.9% | $6,690-80.2% |
| Admin fee / account holder | $234 | $9,764-97.6% | $8,401-97.2% | $13,400-98.3% |