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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 | $2,005 | $69,444-97.1% | $92,985-97.8% | $87,485-97.7% |
| Participation rate | 81.7% | 63.3%+18.4pp | 69.5%+12.2pp | 68.9%+12.8pp |
| Annual return | 20.36% | 23.85%-3.5pp | 27.99%-7.6pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $393 | $3,364-88.3% | $4,377-91.0% | $4,274-90.8% |
| Admin fee / account holder | $80 | $6,137-98.7% | $9,463-99.2% | $7,775-99.0% |