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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 | $1,498 | $63,082-97.6% | $81,716-98.2% | $79,852-98.1% |
| Participation rate | 96.2% | 67.5%+28.6pp | 72.0%+24.2pp | 69.6%+26.5pp |
| Annual return | 18.11% | 22.66%-4.6pp | 29.49%-11.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $404 | $2,780-85.5% | $7,108-94.3% | $3,740-89.2% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |