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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 | $6,574 | $65,246-89.9% | $98,716-93.3% | $67,986-90.3% |
| Participation rate | 74.8% | 51.4%+23.3pp | 69.3%+5.5pp | 57.2%+17.6pp |
| Annual return | 21.47% | 20.58%+0.9pp | 31.81%-10.3pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $762 | $2,594-70.6% | $4,048-81.2% | $3,358-77.3% |
| Admin fee / account holder | $233 | $4,561-94.9% | $8,703-97.3% | $3,203-92.7% |