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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 | $1,884 | $57,969-96.8% | $76,383-97.5% | $80,959-97.7% |
| Participation rate | 85.7% | 73.7%+12.0pp | 79.3%+6.4pp | 67.7%+18.0pp |
| Annual return | 21.84% | 15.90%+5.9pp | 13.79%+8.0pp | 35.67%-13.8pp |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,587-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $919 | $3,814-75.9% | $5,474-83.2% | $4,300-78.6% |
| Admin fee / account holder | $4 | $5,670-99.9% | $5,147-99.9% | $6,925-99.9% |