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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 | $1,500 | $81,276-98.2% | $155,574-99.0% | $80,925-98.1% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.7%+10.0pp |
| Annual return | 15.01% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $894 | $3,453-74.1% | $5,629-84.1% | $4,299-79.2% |
| Admin fee / account holder | $269 | $7,993-96.6% | $15,914-98.3% | $6,940-96.1% |