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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 | $999 | $81,403-98.8% | $147,027-99.3% | $87,485-98.9% |
| Participation rate | 92.9% | 63.4%+29.4pp | 73.7%+19.1pp | 68.9%+23.9pp |
| Annual return | 24.46% | 16.51%+8.0pp | 20.23%+4.2pp | 26.06%-1.6pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $430 | $3,315-87.0% | $4,933-91.3% | $4,274-89.9% |
| Admin fee / account holder | $92 | $6,755-98.6% | $12,223-99.2% | $7,775-98.8% |