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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 | $1,390 | $88,672-98.4% | $105,223-98.7% | $82,448-98.3% |
| Participation rate | 90.2% | 67.9%+22.2pp | 75.0%+15.1pp | 68.1%+22.1pp |
| Annual return | 16.06% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $555 | $4,036-86.2% | $5,072-89.1% | $4,139-86.6% |
| Admin fee / account holder | $29 | $7,146-99.6% | $8,859-99.7% | $7,234-99.6% |