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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 | $890 | $146,267-99.4% | $197,124-99.5% | $82,448-98.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 19.67% | 29.61%-9.9pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $303 | $7,035-95.7% | $9,135-96.7% | $4,139-92.7% |
| Admin fee / account holder | $160 | $14,422-98.9% | $16,298-99.0% | $7,234-97.8% |