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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 | $2,278 | $138,386-98.4% | $184,260-98.8% | $80,935-97.2% |
| Participation rate | 74.3% | 83.9%-9.6pp | 86.8%-12.5pp | 67.7%+6.6pp |
| Annual return | 14.09% | 20.02%-5.9pp | 28.84%-14.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $639 | $7,076-91.0% | $9,133-93.0% | $4,299-85.1% |
| Admin fee / account holder | $6 | $10,489-99.9% | $13,898-100.0% | $6,924-99.9% |