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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 | $2,516 | $96,558-97.4% | $80,977-96.9% | $273,972-99.1% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $672 | $4,869-86.2% | $3,715-81.9% | $4,869-86.2% |
| Participant deferral / active EE | $1,394 | $6,598-78.9% | $5,696-75.5% | $5,287-73.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |