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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 | $1,454 | $81,504-98.2% | $102,437-98.6% | $80,959-98.2% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 14.90% | 25.60%-10.7pp | 24.95%-10.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $649 | $3,871-83.2% | $5,060-87.2% | $4,300-84.9% |
| Admin fee / account holder | $4 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |