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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 | $4,110 | $73,107-94.4% | $114,563-96.4% | $87,485-95.3% |
| Participation rate | 75.6% | 65.8%+9.8pp | 72.9%+2.7pp | 68.9%+6.7pp |
| Annual return | 20.26% | 19.47%+0.8pp | 241.09%-220.8pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $972 | $3,144-69.1% | $4,142-76.5% | $4,274-77.3% |
| Admin fee / account holder | $233 | $5,770-96.0% | $7,623-96.9% | $7,775-97.0% |