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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 | $75,541-97.0% | $152,093-98.5% | $82,637-97.3% |
| Participation rate | 72.2% | 66.5%+5.7pp | 77.8%-5.5pp | 68.1%+4.2pp |
| Annual return | 17.93% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $584 | $3,206-81.8% | $5,451-89.3% | $4,126-85.8% |
| Admin fee / account holder | $283 | $6,405-95.6% | $14,497-98.0% | $7,339-96.1% |