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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 | $47,479-95.7% | $62,929-96.8% | $82,448-97.5% |
| Participation rate | 77.8% | 66.9%+10.9pp | 73.1%+4.7pp | 68.1%+9.7pp |
| Annual return | 23.55% | 20.34%+3.2pp | 1063.93%-1040.4pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $580 | $2,870-79.8% | $3,888-85.1% | $4,139-86.0% |
| Admin fee / account holder | $112 | $3,804-97.1% | $5,065-97.8% | $7,234-98.5% |