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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 | $1,891 | $65,246-97.1% | $98,716-98.1% | $67,986-97.2% |
| Participation rate | 72.8% | 51.4%+21.4pp | 69.3%+3.5pp | 57.2%+15.6pp |
| Annual return | 18.48% | 20.58%-2.1pp | 31.81%-13.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $412 | $2,594-84.1% | $4,048-89.8% | $3,358-87.7% |
| Admin fee / account holder | $64 | $4,561-98.6% | $8,703-99.3% | $3,203-98.0% |