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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 | $2,780 | $78,690-96.5% | $161,489-98.3% | $87,485-96.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 22.72% | 32.74%-10.0pp | 89.72%-67.0pp | 26.06%-3.3pp |
| Employer contribution / active EE | $388 | $2,588-85.0% | $4,268-90.9% | $2,596-85.1% |
| Participant deferral / active EE | $475 | $3,311-85.7% | $5,630-91.6% | $4,274-88.9% |
| Admin fee / account holder | $54 | $6,724-99.2% | $16,006-99.7% | $7,775-99.3% |