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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 | $2,089 | $87,166-97.6% | $76,735-97.3% | $137,256-98.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 19.48% | 26.50%-7.0pp | 29.77%-10.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $364 | $4,726-92.3% | $4,088-91.1% | $6,407-94.3% |
| Admin fee / account holder | $180 | $8,403-97.9% | $7,189-97.5% | $12,270-98.5% |