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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 | $1,797 | $58,627-96.9% | $76,735-97.7% | $82,448-97.8% |
| Participation rate | 87.3% | 63.2%+24.1pp | 69.5%+17.8pp | 68.1%+19.3pp |
| Annual return | 22.09% | 39.10%-17.0pp | 29.77%-7.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $614 | $3,134-80.4% | $4,088-85.0% | $4,139-85.2% |
| Admin fee / account holder | $186 | $5,323-96.5% | $7,189-97.4% | $7,234-97.4% |