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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 | $1,452 | $77,962-98.1% | $178,540-99.2% | $80,935-98.2% |
| Participation rate | 90.7% | 65.7%+25.1pp | 77.1%+13.6pp | 67.7%+23.1pp |
| Annual return | 12.68% | 18.10%-5.4pp | 27.15%-14.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $570 | $4,404-87.1% | $6,281-90.9% | $4,299-86.7% |
| Admin fee / account holder | $160 | $7,156-97.8% | $10,424-98.5% | $6,924-97.7% |