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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 | $7,803 | $73,787-89.4% | $98,716-92.1% | $82,448-90.5% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.3%+16.9pp | 68.1%+18.1pp |
| Annual return | 15.41% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $345 | $1,511-77.2% | $2,279-84.9% | $2,551-86.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $181 | $6,500-97.2% | $8,703-97.9% | $7,234-97.5% |