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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 | $3,393 | $95,404-96.4% | $113,397-97.0% | $82,637-95.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 24.40% | 19.08%+5.3pp | 23.20%+1.2pp | 53.51%-29.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,825 | $4,220-56.7% | $5,076-64.0% | $4,126-55.8% |
| Admin fee / account holder | $206 | $9,168-97.8% | $11,957-98.3% | $7,339-97.2% |