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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 | $1,313 | $57,541-97.7% | $95,740-98.6% | $75,173-98.3% |
| Participation rate | 73.2% | 62.5%+10.7pp | 72.3%+0.9pp | 67.2%+6.0pp |
| Annual return | 24.66% | 34.93%-10.3pp | 28.41%-3.8pp | 160.72%-136.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $546 | $3,074-82.2% | $4,244-87.1% | $4,126-86.8% |
| Admin fee / account holder | $160 | $4,099-96.1% | $5,676-97.2% | $5,651-97.2% |