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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 | $1,963 | $73,787-97.3% | $98,716-98.0% | $82,448-97.6% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.3%+16.0pp | 68.1%+17.2pp |
| Annual return | 26.38% | 18.57%+7.8pp | 31.81%-5.4pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $812 | $3,081-73.6% | $4,048-79.9% | $4,139-80.4% |
| Admin fee / account holder | $119 | $6,500-98.2% | $8,703-98.6% | $7,234-98.4% |