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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 | $786 | $65,246-98.8% | $98,716-99.2% | $67,986-98.8% |
| Participation rate | 91.6% | 51.4%+40.2pp | 69.3%+22.3pp | 57.2%+34.4pp |
| Annual return | 19.93% | 20.58%-0.6pp | 31.81%-11.9pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $462 | $2,594-82.2% | $4,048-88.6% | $3,358-86.3% |
| Admin fee / account holder | $173 | $4,561-96.2% | $8,703-98.0% | $3,203-94.6% |