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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 | $5,725 | $79,894-92.8% | $135,792-95.8% | $82,637-93.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 12.45% | 17.20%-4.7pp | 25.96%-13.5pp | 53.51%-41.1pp |
| Employer contribution / active EE | $568 | $2,165-73.8% | $3,496-83.7% | $2,552-77.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $221 | $6,434-96.6% | $12,266-98.2% | $7,339-97.0% |