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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 | $1,268 | $41,016-96.9% | $152,093-99.2% | $64,097-98.0% |
| Participation rate | 80.0% | 51.3%+28.7pp | 77.8%+2.2pp | 55.2%+24.8pp |
| Annual return | 24.82% | 39.60%-14.8pp | 66.36%-41.5pp | 34.64%-9.8pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $501 | $1,927-74.0% | $5,451-90.8% | $3,080-83.7% |
| Admin fee / account holder | $123 | $2,305-94.7% | $14,497-99.2% | $3,454-96.4% |