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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 | $138,385-97.2% | $184,243-97.9% | $80,925-95.1% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 13.33% | 20.02%-6.7pp | 28.82%-15.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,204 | $7,075-68.9% | $9,132-75.9% | $4,299-48.7% |
| Admin fee / account holder | $82 | $10,489-99.2% | $13,914-99.4% | $6,940-98.8% |