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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 | $3,363 | $76,834-95.6% | $108,359-96.9% | $87,485-96.2% |
| Participation rate | 76.0% | 61.7%+14.3pp | 70.1%+5.9pp | 68.9%+7.1pp |
| Annual return | 25.63% | 19.09%+6.5pp | 36.89%-11.3pp | 26.06%-0.4pp |
| Employer contribution / active EE | $359 | $1,556-76.9% | $2,399-85.0% | $2,596-86.2% |
| Participant deferral / active EE | $342 | $3,100-89.0% | $4,137-91.7% | $4,274-92.0% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |