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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 | $3,982 | $93,598-95.7% | $135,974-97.1% | $75,173-94.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 15.23% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,419 | $6,405-77.8% | $7,760-81.7% | $4,126-65.6% |
| Admin fee / account holder | $123 | $6,978-98.2% | $10,767-98.9% | $5,651-97.8% |