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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 | $838 | $73,787-98.9% | $98,716-99.2% | $82,448-99.0% |
| Participation rate | 73.2% | 61.4%+11.8pp | 69.3%+3.9pp | 68.1%+5.1pp |
| Annual return | 26.19% | 18.57%+7.6pp | 31.81%-5.6pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $185 | $3,081-94.0% | $4,048-95.4% | $4,139-95.5% |
| Admin fee / account holder | $12 | $6,500-99.8% | $8,703-99.9% | $7,234-99.8% |