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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 | $1,786 | $81,476-97.8% | $102,383-98.3% | $80,925-97.8% |
| Participation rate | 93.8% | 66.8%+27.0pp | 74.5%+19.3pp | 67.7%+26.2pp |
| Annual return | 15.86% | 25.59%-9.7pp | 24.94%-9.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,450 | $3,871-62.5% | $5,060-71.3% | $4,299-66.3% |
| Admin fee / account holder | $90 | $6,717-98.7% | $8,391-98.9% | $6,940-98.7% |