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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 | $3,314 | $74,535-95.6% | $100,712-96.7% | $82,637-96.0% |
| Participation rate | 72.2% | 61.2%+11.0pp | 69.3%+2.9pp | 68.1%+4.2pp |
| Annual return | 16.87% | 18.92%-2.1pp | 33.27%-16.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $842 | $3,074-72.6% | $4,085-79.4% | $4,126-79.6% |
| Admin fee / account holder | $125 | $6,576-98.1% | $9,256-98.6% | $7,339-98.3% |