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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 | $2,055 | $85,171-97.6% | $172,752-98.8% | $72,975-97.2% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 21.66% | 27.32%-5.7pp | 802.97%-781.3pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $580 | $3,260-82.2% | $5,198-88.8% | $3,608-83.9% |
| Admin fee / account holder | $131 | $5,880-97.8% | $13,955-99.1% | $5,124-97.4% |