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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 | $1,431 | $48,327-97.0% | $67,575-97.9% | $80,935-98.2% |
| Participation rate | 75.9% | 66.4%+9.5pp | 72.9%+2.9pp | 67.7%+8.2pp |
| Annual return | 13.49% | 18.31%-4.8pp | 3528.98%-3515.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $641 | $2,927-78.1% | $4,003-84.0% | $4,299-85.1% |
| Admin fee / account holder | $234 | $3,692-93.7% | $3,993-94.1% | $6,924-96.6% |