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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 | $636 | $74,535-99.1% | $100,712-99.4% | $82,637-99.2% |
| Participation rate | 72.7% | 61.2%+11.6pp | 69.3%+3.5pp | 68.1%+4.7pp |
| Annual return | 18.50% | 18.92%-0.4pp | 33.27%-14.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $303 | $3,074-90.2% | $4,085-92.6% | $4,126-92.7% |
| Admin fee / account holder | $228 | $6,576-96.5% | $9,256-97.5% | $7,339-96.9% |