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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 | $848 | $72,027-98.8% | $185,835-99.5% | $79,852-98.9% |
| Participation rate | 76.1% | 65.8%+10.3pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 20.78% | 23.13%-2.3pp | 35.96%-15.2pp | 31.72%-10.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $357 | $3,780-90.6% | $5,633-93.7% | $3,740-90.5% |
| Admin fee / account holder | $53 | $4,513-98.8% | $9,502-99.4% | $5,306-99.0% |