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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 | $3,400 | $74,535-95.4% | $100,712-96.6% | $82,637-95.9% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 23.34% | 18.92%+4.4pp | 33.27%-9.9pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $937 | $3,074-69.5% | $4,085-77.1% | $4,126-77.3% |
| Admin fee / account holder | $55 | $6,576-99.2% | $9,256-99.4% | $7,339-99.3% |