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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 | $2,832 | $78,690-96.4% | $161,489-98.2% | $87,485-96.8% |
| Participation rate | 75.4% | 67.5%+7.9pp | 78.7%-3.3pp | 68.9%+6.5pp |
| Annual return | 22.82% | 32.74%-9.9pp | 89.72%-66.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $795 | $3,311-76.0% | $5,630-85.9% | $4,274-81.4% |
| Admin fee / account holder | $140 | $6,724-97.9% | $16,006-99.1% | $7,775-98.2% |