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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 | $1,951 | $76,834-97.5% | $108,359-98.2% | $87,485-97.8% |
| Participation rate | 74.6% | 61.7%+12.9pp | 70.1%+4.5pp | 68.9%+5.7pp |
| Annual return | 20.25% | 19.09%+1.2pp | 36.89%-16.6pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $538 | $3,100-82.6% | $4,137-87.0% | $4,274-87.4% |
| Admin fee / account holder | $68 | $6,537-99.0% | $9,741-99.3% | $7,775-99.1% |