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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 | $5,616 | $74,535-92.5% | $100,712-94.4% | $82,637-93.2% |
| Participation rate | 93.0% | 61.2%+31.8pp | 69.3%+23.7pp | 68.1%+25.0pp |
| Annual return | 17.90% | 18.92%-1.0pp | 33.27%-15.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,103 | $3,074-64.1% | $4,085-73.0% | $4,126-73.3% |
| Admin fee / account holder | $186 | $6,576-97.2% | $9,256-98.0% | $7,339-97.5% |