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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 | $5,065 | $108,825-95.3% | $156,181-96.8% | $82,448-93.9% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 27.48% | 20.59%+6.9pp | 64.87%-37.4pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,769 | $4,577-61.3% | $6,132-71.1% | $4,139-57.3% |
| Admin fee / account holder | $151 | $9,341-98.4% | $14,586-99.0% | $7,234-97.9% |