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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 | $2,475 | $114,119-97.8% | $107,187-97.7% | $138,895-98.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 23.33% | 273.21%-249.9pp | 204.55%-181.2pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,179 | $5,538-78.7% | $5,096-76.9% | $6,396-81.6% |
| Admin fee / account holder | $254 | $10,024-97.5% | $9,162-97.2% | $12,562-98.0% |