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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 | $2,238 | $112,729-98.0% | $98,716-97.7% | $137,256-98.4% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 23.45% | 38.48%-15.0pp | 31.81%-8.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $774 | $4,640-83.3% | $4,048-80.9% | $6,407-87.9% |
| Admin fee / account holder | $64 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |