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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 | $63,456-97.0% | $100,712-98.1% | $64,097-97.0% |
| Participation rate | 72.8% | 49.7%+23.1pp | 69.3%+3.5pp | 55.2%+17.6pp |
| Annual return | 18.48% | 19.65%-1.2pp | 33.27%-14.8pp | 34.64%-16.2pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $412 | $2,463-83.3% | $4,085-89.9% | $3,080-86.6% |
| Admin fee / account holder | $64 | $4,808-98.7% | $9,256-99.3% | $3,454-98.1% |