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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 | $2,052 | $75,541-97.3% | $152,093-98.7% | $82,637-97.5% |
| Participation rate | 87.8% | 66.5%+21.3pp | 77.8%+10.0pp | 68.1%+19.8pp |
| Annual return | 19.22% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $763 | $3,206-76.2% | $5,451-86.0% | $4,126-81.5% |
| Admin fee / account holder | $214 | $6,405-96.7% | $14,497-98.5% | $7,339-97.1% |