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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 | $3,545 | $74,535-95.2% | $100,712-96.5% | $82,637-95.7% |
| Participation rate | 85.4% | 61.2%+24.2pp | 69.3%+16.1pp | 68.1%+17.3pp |
| Annual return | 20.39% | 18.92%+1.5pp | 33.27%-12.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $629 | $3,074-79.5% | $4,085-84.6% | $4,126-84.7% |
| Admin fee / account holder | $103 | $6,576-98.4% | $9,256-98.9% | $7,339-98.6% |