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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 | $2,256 | $76,407-97.0% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 72.2% | 66.4%+5.8pp | 77.8%-5.5pp | 68.1%+4.2pp |
| Annual return | 17.93% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $584 | $3,214-81.8% | $5,453-89.3% | $4,139-85.9% |
| Admin fee / account holder | $283 | $6,352-95.5% | $14,116-98.0% | $7,234-96.1% |