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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 | $3,233 | $69,444-95.3% | $92,985-96.5% | $87,485-96.3% |
| Participation rate | 70.3% | 63.3%+7.0pp | 69.5%+0.8pp | 68.9%+1.3pp |
| Annual return | 22.40% | 23.85%-1.5pp | 27.99%-5.6pp | 26.06%-3.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $790 | $3,364-76.5% | $4,377-81.9% | $4,274-81.5% |
| Admin fee / account holder | $173 | $6,137-97.2% | $9,463-98.2% | $7,775-97.8% |