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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 | $2,831 | $49,249-94.3% | $70,476-96.0% | $79,852-96.5% |
| Participation rate | 80.4% | 69.2%+11.2pp | 75.1%+5.3pp | 69.6%+10.8pp |
| Annual return | 14.27% | 30.09%-15.8pp | 109.12%-94.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $353 | $2,769-87.3% | $3,710-90.5% | $3,740-90.6% |
| Admin fee / account holder | $3 | $2,878-99.9% | $3,847-99.9% | $5,306-99.9% |