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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 | $3,478 | $73,787-95.3% | $98,716-96.5% | $82,448-95.8% |
| Participation rate | 78.1% | 61.4%+16.7pp | 69.3%+8.8pp | 68.1%+10.1pp |
| Annual return | 22.08% | 18.57%+3.5pp | 31.81%-9.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,131 | $3,081-63.3% | $4,048-72.1% | $4,139-72.7% |
| Admin fee / account holder | $231 | $6,500-96.5% | $8,703-97.3% | $7,234-96.8% |