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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 | $114,712-97.2% | $173,730-98.2% | $87,485-96.3% |
| Participation rate | 83.0% | 73.0%+10.0pp | 79.6%+3.4pp | 68.9%+14.0pp |
| Annual return | 29.25% | 20.18%+9.1pp | 19.96%+9.3pp | 26.06%+3.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,773 | $4,642-61.8% | $6,326-72.0% | $4,274-58.5% |
| Admin fee / account holder | $277 | $10,210-97.3% | $17,523-98.4% | $7,775-96.4% |