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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 | $10,297 | $136,860-92.5% | $120,344-91.4% | $154,746-93.3% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 31.13% | 21.38%+9.8pp | 20.30%+10.8pp | 172.34%-141.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,680 | $5,793-71.0% | $5,135-67.3% | $6,730-75.0% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |