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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 | $638 | $76,407-99.2% | $150,298-99.6% | $82,448-99.2% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 20.74% | 39.99%-19.3pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $322 | $3,214-90.0% | $5,453-94.1% | $4,139-92.2% |
| Admin fee / account holder | $166 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |