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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 | $1,326 | $71,208-98.1% | $93,681-98.6% | $80,911-98.4% |
| Participation rate | 78.4% | 60.4%+18.0pp | 68.7%+9.7pp | 67.6%+10.7pp |
| Annual return | 13.21% | 11.27%+1.9pp | 133.47%-120.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $715 | $4,035-82.3% | $4,415-83.8% | $4,297-83.4% |
| Admin fee / account holder | $240 | $6,951-96.5% | $8,290-97.1% | $6,935-96.5% |