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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 | $2,516 | $78,690-96.8% | $161,489-98.4% | $87,485-97.1% |
| Participation rate | 82.0% | 67.5%+14.5pp | 78.7%+3.3pp | 68.9%+13.0pp |
| Annual return | 22.54% | 32.74%-10.2pp | 89.72%-67.2pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $552 | $3,311-83.3% | $5,630-90.2% | $4,274-87.1% |
| Admin fee / account holder | $110 | $6,724-98.4% | $16,006-99.3% | $7,775-98.6% |