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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 | $2,022 | $50,554-96.0% | $67,681-97.0% | $87,485-97.7% |
| Participation rate | 77.8% | 67.7%+10.1pp | 73.7%+4.0pp | 68.9%+8.8pp |
| Annual return | 23.55% | 17.81%+5.7pp | 590.58%-567.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $580 | $2,961-80.4% | $3,976-85.4% | $4,274-86.4% |
| Admin fee / account holder | $112 | $4,132-97.3% | $6,100-98.2% | $7,775-98.6% |