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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 | $361 | $25,014-98.6% | $69,623-99.5% | $80,935-99.6% |
| Participation rate | 90.6% | 64.2%+26.4pp | 66.4%+24.1pp | 67.7%+22.9pp |
| Annual return | 13.01% | 19.08%-6.1pp | 101.23%-88.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $472 | $1,840-74.3% | $2,890-83.7% | $4,299-89.0% |
| Admin fee / account holder | $87 | $2,491-96.5% | $4,696-98.2% | $6,924-98.7% |