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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 | $8,204 | $43,333-81.1% | $59,883-86.3% | $64,181-87.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.71% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $607 | $2,029-70.1% | $2,722-77.7% | $2,381-74.5% |
| Participant deferral / active EE | $263 | $2,547-89.7% | $3,402-92.3% | $3,470-92.4% |
| Admin fee / account holder | $284 | $3,006-90.5% | $3,591-92.1% | $4,887-94.2% |