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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 | $5,900 | $126,661-95.3% | $113,397-94.8% | $138,895-95.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 24.51% | 25.05%-0.5pp | 23.20%+1.3pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,537 | $5,693-73.0% | $5,076-69.7% | $6,396-76.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |