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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 | $998 | $77,472-98.7% | $100,392-99.0% | $80,935-98.8% |
| Participation rate | 74.1% | 76.9%-2.9pp | 81.5%-7.4pp | 67.7%+6.4pp |
| Annual return | 12.60% | 37.26%-24.7pp | 49.45%-36.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $259 | $6,818-96.2% | $8,090-96.8% | $4,299-94.0% |
| Admin fee / account holder | $163 | $5,885-97.2% | $7,904-97.9% | $6,924-97.6% |