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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 | $23,463 | $146,267-84.0% | $197,124-88.1% | $82,448-71.5% |
| Participation rate | 91.5% | 84.0%+7.5pp | 86.7%+4.8pp | 68.1%+23.5pp |
| Annual return | 19.69% | 29.61%-9.9pp | 44.34%-24.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,980 | $7,035-71.9% | $9,135-78.3% | $4,139-52.2% |
| Admin fee / account holder | $205 | $14,422-98.6% | $16,298-98.7% | $7,234-97.2% |