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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 | $5,111 | $51,821-90.1% | $93,696-94.5% | - |
| Participation rate | 80.8% | 67.7%+13.1pp | 68.7%+12.1pp | - |
| Annual return | 13.54% | 11.30%+2.2pp | 133.74%-120.2pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,422-100.0% | - |
| Participant deferral / active EE | $825 | $3,260-74.7% | $4,417-81.3% | - |
| Admin fee / account holder | $219 | $4,565-95.2% | $8,287-97.4% | - |