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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 | $5,442 | $110,137-95.1% | $161,149-96.6% | $82,637-93.4% |
| Participation rate | 70.2% | 72.4%-2.1pp | 78.8%-8.6pp | 68.1%+2.2pp |
| Annual return | 20.51% | 20.69%-0.2pp | 21.16%-0.6pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,258 | $4,575-72.5% | $6,153-79.6% | $4,126-69.5% |
| Admin fee / account holder | $114 | $9,467-98.8% | $15,194-99.2% | $7,339-98.4% |