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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 | $3,196 | $106,864-97.0% | $147,318-97.8% | $82,637-96.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 34.21% | 27.49%+6.7pp | 70.43%-36.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,844 | $6,496-71.6% | $7,906-76.7% | $4,126-55.3% |
| Admin fee / account holder | $78 | $8,415-99.1% | $13,708-99.4% | $7,339-98.9% |