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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 | $59,440-97.0% | $78,004-97.7% | $82,637-97.8% |
| Participation rate | 87.3% | 62.8%+24.5pp | 69.4%+17.9pp | 68.1%+19.3pp |
| Annual return | 22.09% | 40.24%-18.2pp | 31.07%-9.0pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $614 | $3,138-80.5% | $4,092-85.0% | $4,126-85.1% |
| Admin fee / account holder | $186 | $5,504-96.6% | $7,578-97.5% | $7,339-97.5% |