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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 | $1,300 | $48,011-97.3% | $63,803-98.0% | $82,637-98.4% |
| Participation rate | 82.8% | 66.6%+16.2pp | 72.7%+10.1pp | 68.1%+14.7pp |
| Annual return | 26.24% | 19.84%+6.4pp | 543.72%-517.5pp | 53.51%-27.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $438 | $2,846-84.6% | $3,843-88.6% | $4,126-89.4% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |