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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 | $2,780 | $77,896-96.4% | $134,172-97.9% | $82,448-96.6% |
| Participation rate | 81.5% | 62.8%+18.7pp | 72.5%+9.0pp | 68.1%+13.4pp |
| Annual return | 23.02% | 18.21%+4.8pp | 25.30%-2.3pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $760 | $3,162-76.0% | $4,690-83.8% | $4,139-81.7% |
| Admin fee / account holder | $106 | $6,336-98.3% | $12,016-99.1% | $7,234-98.5% |