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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 | $3,206 | $108,825-97.1% | $156,181-97.9% | $82,448-96.1% |
| Participation rate | 83.0% | 72.4%+10.6pp | 78.8%+4.2pp | 68.1%+14.9pp |
| Annual return | 29.25% | 20.59%+8.7pp | 64.87%-35.6pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,773 | $4,577-61.3% | $6,132-71.1% | $4,139-57.2% |
| Admin fee / account holder | $277 | $9,341-97.0% | $14,586-98.1% | $7,234-96.2% |