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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 | $1,935 | $117,829-98.4% | $102,423-98.1% | $145,877-98.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.24% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $529 | $5,732-90.8% | $5,054-89.5% | $6,691-92.1% |
| Admin fee / account holder | $7 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |