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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 | $1,042 | $36,948-97.2% | $73,658-98.6% | $87,485-98.8% |
| Participation rate | 88.5% | 46.8%+41.6pp | 57.0%+31.4pp | 68.9%+19.5pp |
| Annual return | 22.45% | 28.64%-6.2pp | 29.72%-7.3pp | 26.06%-3.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $292 | $1,379-78.8% | $2,062-85.8% | $4,274-93.2% |
| Admin fee / account holder | $64 | $2,531-97.5% | $3,357-98.1% | $7,775-99.2% |