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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 | $689 | $106,749-99.4% | $145,433-99.5% | $82,448-99.2% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 29.96% | 27.59%+2.4pp | 66.58%-36.6pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,050 | $6,519-83.9% | $7,897-86.7% | $4,139-74.6% |
| Admin fee / account holder | $144 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |