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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 | $126,661-91.9% | $113,397-90.9% | $138,895-92.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 31.13% | 25.05%+6.1pp | 23.20%+7.9pp | 145.39%-114.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,680 | $5,693-70.5% | $5,076-66.9% | $6,396-73.7% |
| Admin fee / account holder | $199 | $14,549-98.6% | $11,957-98.3% | $12,562-98.4% |