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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 | $1,368 | $77,896-98.2% | $134,172-99.0% | $82,448-98.3% |
| Participation rate | 88.1% | 62.8%+25.3pp | 72.5%+15.6pp | 68.1%+20.0pp |
| Annual return | 17.20% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $443 | $3,162-86.0% | $4,690-90.5% | $4,139-89.3% |
| Admin fee / account holder | $214 | $6,336-96.6% | $12,016-98.2% | $7,234-97.0% |