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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 | $427 | $81,504-99.5% | $102,437-99.6% | $80,959-99.5% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.5%+12.0pp | 67.7%+18.8pp |
| Annual return | 18.06% | 25.60%-7.5pp | 24.95%-6.9pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $283 | $3,871-92.7% | $5,060-94.4% | $4,300-93.4% |
| Admin fee / account holder | $1 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |