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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 | $384 | $138,393-99.7% | $184,256-99.8% | $80,959-99.5% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.7%+17.5pp |
| Annual return | 14.77% | 20.01%-5.2pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $277 | $7,076-96.1% | $9,133-97.0% | $4,300-93.6% |
| Admin fee / account holder | $34 | $10,489-99.7% | $13,899-99.8% | $6,925-99.5% |