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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 | $4,347 | $94,031-95.4% | $115,768-96.2% | $82,448-94.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 74.4%+21.9pp | 68.1%+28.2pp |
| Annual return | 22.44% | 20.61%+1.8pp | 100.46%-78.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,374 | $3,972-65.4% | $4,917-72.1% | $4,139-66.8% |
| Admin fee / account holder | $110 | $10,249-98.9% | $12,439-99.1% | $7,234-98.5% |