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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 | $77,574-97.5% | $108,753-98.2% | $86,983-97.8% |
| Participation rate | 74.6% | 62.3%+12.3pp | 71.1%+3.5pp | 69.5%+5.1pp |
| Annual return | 20.25% | 18.42%+1.8pp | 37.47%-17.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $538 | $3,128-82.8% | $4,115-86.9% | $4,194-87.2% |
| Admin fee / account holder | $68 | $6,529-99.0% | $10,320-99.3% | $7,856-99.1% |