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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 | $5,582 | $110,137-94.9% | $161,149-96.5% | $82,637-93.2% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 23.42% | 20.69%+2.7pp | 21.16%+2.3pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $627 | $4,575-86.3% | $6,153-89.8% | $4,126-84.8% |
| Admin fee / account holder | $0 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |