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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 | $12,767 | $72,486-82.4% | $87,103-85.3% | $72,976-82.5% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,267 | $1,894-33.1% | $2,521-49.8% | $2,440-48.1% |
| Participant deferral / active EE | $1,458 | $3,270-55.4% | $4,049-64.0% | $3,608-59.6% |
| Admin fee / account holder | $286 | $5,055-94.3% | $7,491-96.2% | $5,124-94.4% |