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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 | $63,456-98.8% | $100,712-99.2% | $64,097-98.8% |
| Participation rate | 91.6% | 49.7%+41.9pp | 69.3%+22.3pp | 55.2%+36.4pp |
| Annual return | 19.93% | 19.65%+0.3pp | 33.27%-13.3pp | 34.64%-14.7pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $462 | $2,463-81.3% | $4,085-88.7% | $3,080-85.0% |
| Admin fee / account holder | $173 | $4,808-96.4% | $9,256-98.1% | $3,454-95.0% |