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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 | $2,597 | $68,413-96.2% | $123,105-97.9% | $55,191-95.3% |
| Participation rate | 81.3% | 84.5%-3.3pp | 86.8%-5.5pp | 69.2%+12.1pp |
| Annual return | 0.00% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,518 | $4,490-66.2% | $6,229-75.6% | $3,046-50.2% |
| Admin fee / account holder | $19 | $88-78.9% | $9,014-99.8% | $91-79.6% |