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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 | $2,974 | $47,479-93.7% | $62,929-95.3% | $82,448-96.4% |
| Participation rate | 87.1% | 66.9%+20.2pp | 73.1%+14.0pp | 68.1%+19.0pp |
| Annual return | 17.50% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $795 | $2,870-72.3% | $3,888-79.6% | $4,139-80.8% |
| Admin fee / account holder | $54 | $3,804-98.6% | $5,065-98.9% | $7,234-99.3% |