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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 | $486 | $64,462-99.2% | $81,482-99.4% | $80,911-99.4% |
| Participation rate | 82.4% | 63.9%+18.5pp | 69.5%+12.9pp | 67.6%+14.7pp |
| Annual return | 12.47% | 16.35%-3.9pp | 24.79%-12.3pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $310 | $3,094-90.0% | $3,885-92.0% | $4,297-92.8% |
| Admin fee / account holder | $66 | $5,678-98.8% | $5,761-98.9% | $6,935-99.1% |