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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 | $2,053 | $63,845-96.8% | $81,370-97.5% | $80,959-97.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.7%+12.3pp |
| Annual return | 13.16% | 16.37%-3.2pp | 24.85%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $915 | $3,093-70.4% | $3,885-76.4% | $4,300-78.7% |
| Admin fee / account holder | $155 | $5,688-97.3% | $5,749-97.3% | $6,925-97.8% |