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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 | $3,937 | $138,393-97.2% | $184,256-97.9% | $80,959-95.1% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 13.33% | 20.01%-6.7pp | 28.85%-15.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,204 | $7,076-68.9% | $9,133-75.9% | $4,300-48.8% |
| Admin fee / account holder | $82 | $10,489-99.2% | $13,899-99.4% | $6,925-98.8% |