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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 | $859 | $45,082-98.1% | $69,464-98.8% | $72,975-98.8% |
| Participation rate | 89.7% | 68.5%+21.2pp | 74.6%+15.1pp | 69.5%+20.2pp |
| Annual return | 31.35% | 22.66%+8.7pp | 28.98%+2.4pp | 81.01%-49.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $435 | $2,604-83.3% | $3,536-87.7% | $3,608-87.9% |
| Admin fee / account holder | $3 | $3,057-99.9% | $3,840-99.9% | $5,124-99.9% |