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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 | $1,957 | $59,440-96.7% | $78,004-97.5% | $82,637-97.6% |
| Participation rate | 74.5% | 62.8%+11.6pp | 69.4%+5.0pp | 68.1%+6.4pp |
| Annual return | 32.48% | 40.24%-7.8pp | 31.07%+1.4pp | 53.51%-21.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $671 | $3,138-78.6% | $4,092-83.6% | $4,126-83.7% |
| Admin fee / account holder | $266 | $5,504-95.2% | $7,578-96.5% | $7,339-96.4% |