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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 | $76,834-98.2% | $108,359-98.7% | $87,485-98.4% |
| Participation rate | 83.3% | 61.7%+21.6pp | 70.1%+13.2pp | 68.9%+14.4pp |
| Annual return | 15.32% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $331 | $3,100-89.3% | $4,137-92.0% | $4,274-92.2% |
| Admin fee / account holder | $153 | $6,537-97.7% | $9,741-98.4% | $7,775-98.0% |