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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 | $3,256 | $143,969-97.7% | $199,883-98.4% | $82,637-96.1% |
| Participation rate | 70.3% | 84.1%-13.9pp | 86.8%-16.5pp | 68.1%+2.2pp |
| Annual return | 19.93% | 25.67%-5.7pp | 43.81%-23.9pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $560 | $6,937-91.9% | $9,138-93.9% | $4,126-86.4% |
| Admin fee / account holder | $159 | $14,597-98.9% | $17,268-99.1% | $7,339-97.8% |