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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 | $1,411 | $73,787-98.1% | $98,716-98.6% | $82,448-98.3% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 15.32% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $331 | $3,081-89.2% | $4,048-91.8% | $4,139-92.0% |
| Admin fee / account holder | $153 | $6,500-97.6% | $8,703-98.2% | $7,234-97.9% |