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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 | $2,482 | $77,962-96.8% | $178,540-98.6% | $80,935-96.9% |
| Participation rate | 84.0% | 65.7%+18.3pp | 77.1%+6.9pp | 67.7%+16.3pp |
| Annual return | 14.26% | 18.10%-3.8pp | 27.15%-12.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $947 | $4,404-78.5% | $6,281-84.9% | $4,299-78.0% |
| Admin fee / account holder | $166 | $7,156-97.7% | $10,424-98.4% | $6,924-97.6% |