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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 | $4,650 | $63,809-92.7% | $81,353-94.3% | $80,935-94.3% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.5%+27.2pp | 67.7%+29.1pp |
| Annual return | 12.35% | 16.37%-4.0pp | 24.82%-12.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $262 | $3,093-91.5% | $3,885-93.3% | $4,299-93.9% |
| Admin fee / account holder | $81 | $5,686-98.6% | $5,766-98.6% | $6,924-98.8% |