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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 | $1,378 | $100,073-98.6% | $85,126-98.4% | $145,877-99.1% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 11.92% | 84.11%-72.2pp | 66.63%-54.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $745 | $5,294-85.9% | $4,523-83.5% | $6,691-88.9% |
| Admin fee / account holder | $124 | $7,261-98.3% | $6,160-98.0% | $13,402-99.1% |