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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 | $827 | $75,541-98.9% | $152,093-99.5% | $82,637-99.0% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 27.06% | 32.56%-5.5pp | 66.36%-39.3pp | 53.51%-26.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $375 | $3,206-88.3% | $5,451-93.1% | $4,126-90.9% |
| Admin fee / account holder | $8 | $6,405-99.9% | $14,497-99.9% | $7,339-99.9% |