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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 | $904 | $81,358-98.9% | $155,556-99.4% | $80,959-98.9% |
| Participation rate | 70.7% | 66.3%+4.4pp | 78.2%-7.6pp | 67.7%+3.0pp |
| Annual return | 16.09% | 33.39%-17.3pp | 64.84%-48.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $402 | $3,455-88.4% | $5,631-92.9% | $4,300-90.7% |
| Admin fee / account holder | $11 | $7,994-99.9% | $15,885-99.9% | $6,925-99.8% |