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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 | $811 | $54,757-98.5% | $90,304-99.1% | $72,975-98.9% |
| Participation rate | 82.8% | 65.2%+17.6pp | 73.3%+9.5pp | 69.5%+13.3pp |
| Annual return | 26.59% | 30.63%-4.0pp | 78.13%-51.5pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $320 | $2,887-88.9% | $3,885-91.8% | $3,608-91.1% |
| Admin fee / account holder | $4 | $3,973-99.9% | $5,354-99.9% | $5,124-99.9% |