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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 | $4,876 | $73,787-93.4% | $98,716-95.1% | $82,448-94.1% |
| Participation rate | 76.2% | 61.4%+14.8pp | 69.3%+6.9pp | 68.1%+8.1pp |
| Annual return | 16.47% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $486 | $3,081-84.2% | $4,048-88.0% | $4,139-88.3% |
| Admin fee / account holder | $200 | $6,500-96.9% | $8,703-97.7% | $7,234-97.2% |