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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 | $772 | $45,343-98.3% | $150,298-99.5% | $67,986-98.9% |
| Participation rate | 74.1% | 51.9%+22.3pp | 77.8%-3.6pp | 57.2%+16.9pp |
| Annual return | 17.71% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $537 | $2,055-73.9% | $5,453-90.2% | $3,358-84.0% |
| Admin fee / account holder | $255 | $2,250-88.6% | $14,116-98.2% | $3,203-92.0% |