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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 | $19,256 | $54,541-64.7% | $78,778-75.6% | $70,126-72.5% |
| Participation rate | 84.0% | 60.8%+23.2pp | 69.2%+14.8pp | 69.5%+14.5pp |
| Annual return | 17.51% | 21.07%-3.6pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $881 | $2,210-60.2% | $2,958-70.2% | $3,332-73.6% |
| Admin fee / account holder | $97 | $3,709-97.4% | $5,134-98.1% | $4,645-97.9% |