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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 | $3,383 | $95,404-96.5% | $113,397-97.0% | $82,637-95.9% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.5%+8.4pp | 68.1%+16.8pp |
| Annual return | 24.02% | 19.08%+4.9pp | 23.20%+0.8pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,094 | $4,220-74.1% | $5,076-78.5% | $4,126-73.5% |
| Admin fee / account holder | $238 | $9,168-97.4% | $11,957-98.0% | $7,339-96.8% |