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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 | $1,314 | $138,385-99.1% | $184,243-99.3% | $80,925-98.4% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 11.44% | 20.02%-8.6pp | 28.82%-17.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $789 | $7,075-88.9% | $9,132-91.4% | $4,299-81.7% |
| Admin fee / account holder | $270 | $10,489-97.4% | $13,914-98.1% | $6,940-96.1% |