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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 | $4,476 | $72,492-93.8% | $87,104-94.9% | $72,975-93.9% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 28.98% | 24.46%+4.5pp | 28.19%+0.8pp | 81.01%-52.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,154 | $3,270-64.7% | $4,048-71.5% | $3,608-68.0% |
| Admin fee / account holder | $156 | $5,055-96.9% | $7,491-97.9% | $5,124-97.0% |