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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 | $5,172 | $60,349-91.4% | $74,184-93.0% | $62,881-91.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.99% | 21.38%-16.4pp | 17.74%-12.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $593 | $1,680-64.7% | $2,370-75.0% | $2,281-74.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |