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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 | $1,032 | $73,787-98.6% | $98,716-99.0% | $82,448-98.7% |
| Participation rate | 90.3% | 61.4%+28.9pp | 69.3%+21.0pp | 68.1%+22.3pp |
| Annual return | 17.45% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $234 | $3,081-92.4% | $4,048-94.2% | $4,139-94.4% |
| Admin fee / account holder | $238 | $6,500-96.3% | $8,703-97.3% | $7,234-96.7% |