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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 | $1,197 | $54,541-97.8% | $78,778-98.5% | $70,126-98.3% |
| Participation rate | 76.6% | 60.8%+15.8pp | 69.2%+7.4pp | 69.5%+7.1pp |
| Annual return | 18.04% | 21.07%-3.0pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $311 | $2,210-85.9% | $2,958-89.5% | $3,332-90.7% |
| Admin fee / account holder | $64 | $3,709-98.3% | $5,134-98.8% | $4,645-98.6% |