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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 | $649 | $81,276-99.2% | $155,574-99.6% | $80,925-99.2% |
| Participation rate | 73.5% | 66.2%+7.3pp | 78.2%-4.7pp | 67.7%+5.9pp |
| Annual return | 19.69% | 33.36%-13.7pp | 64.87%-45.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $395 | $3,453-88.6% | $5,629-93.0% | $4,299-90.8% |
| Admin fee / account holder | $1 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |