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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 | $1,910 | $73,787-97.4% | $98,716-98.1% | $82,448-97.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 24.00% | 18.57%+5.4pp | 31.81%-7.8pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $583 | $3,081-81.1% | $4,048-85.6% | $4,139-85.9% |
| Admin fee / account holder | $4 | $6,500-99.9% | $8,703-100.0% | $7,234-99.9% |