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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 | $1,025 | $76,407-98.7% | $150,298-99.3% | $82,448-98.8% |
| Participation rate | 83.7% | 66.4%+17.3pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 27.64% | 39.99%-12.4pp | 62.79%-35.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $514 | $3,214-84.0% | $5,453-90.6% | $4,139-87.6% |
| Admin fee / account holder | $21 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |