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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 | $115,931-95.3% | $185,441-97.1% | $86,983-93.7% |
| Participation rate | 70.2% | 73.6%-3.4pp | 80.3%-10.0pp | 69.5%+0.7pp |
| Annual return | 20.51% | 21.47%-1.0pp | 20.16%+0.3pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,258 | $4,551-72.4% | $6,152-79.6% | $4,194-70.0% |
| Admin fee / account holder | $114 | $10,687-98.9% | $17,890-99.4% | $7,856-98.5% |