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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 | $11,325 | $50,947-77.8% | $74,551-84.8% | $64,173-82.4% |
| Participation rate | 95.5% | 61.1%+34.5pp | 69.1%+26.4pp | 69.6%+26.0pp |
| Annual return | 12.19% | -1.85%+14.0pp | 32.53%-20.3pp | 7.63%+4.6pp |
| Employer contribution / active EE | $336 | $1,115-69.9% | $1,961-82.9% | $2,381-85.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $239 | $4,221-94.3% | $5,059-95.3% | $4,887-95.1% |