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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 | $2,207 | $126,661-98.3% | $113,397-98.1% | $138,895-98.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 20.81% | 25.05%-4.2pp | 23.20%-2.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $709 | $5,693-87.5% | $5,076-86.0% | $6,396-88.9% |
| Admin fee / account holder | $79 | $14,549-99.5% | $11,957-99.3% | $12,562-99.4% |