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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 | $999 | $77,896-98.7% | $134,172-99.3% | $82,448-98.8% |
| Participation rate | 92.9% | 62.8%+30.1pp | 72.5%+20.4pp | 68.1%+24.8pp |
| Annual return | 24.46% | 18.21%+6.2pp | 25.30%-0.8pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $430 | $3,162-86.4% | $4,690-90.8% | $4,139-89.6% |
| Admin fee / account holder | $92 | $6,336-98.6% | $12,016-99.2% | $7,234-98.7% |