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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 | $78,690-98.7% | $161,489-99.4% | $87,485-98.8% |
| Participation rate | 83.7% | 67.5%+16.3pp | 78.7%+5.0pp | 68.9%+14.8pp |
| Annual return | 27.64% | 32.74%-5.1pp | 89.72%-62.1pp | 26.06%+1.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $514 | $3,311-84.5% | $5,630-90.9% | $4,274-88.0% |
| Admin fee / account holder | $21 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |