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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 | $2,774 | $78,690-96.5% | $161,489-98.3% | $87,485-96.8% |
| Participation rate | 74.5% | 67.5%+7.0pp | 78.7%-4.2pp | 68.9%+5.5pp |
| Annual return | 17.82% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $632 | $3,311-80.9% | $5,630-88.8% | $4,274-85.2% |
| Admin fee / account holder | $239 | $6,724-96.4% | $16,006-98.5% | $7,775-96.9% |