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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 | $1,812 | $106,749-98.3% | $145,433-98.8% | $82,448-97.8% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 21.51% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $613 | $6,519-90.6% | $7,897-92.2% | $4,139-85.2% |
| Admin fee / account holder | $254 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |