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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 | $3,730 | $101,778-96.3% | $164,975-97.7% | $80,925-95.4% |
| Participation rate | 71.7% | 71.8%-0.2pp | 78.6%-6.9pp | 67.7%+4.0pp |
| Annual return | 12.31% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $935 | $4,477-79.1% | $6,033-84.5% | $4,299-78.3% |
| Admin fee / account holder | $162 | $8,221-98.0% | $12,688-98.7% | $6,940-97.7% |