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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 | $1,260 | $69,248-98.2% | $64,101-98.0% | $139,466-99.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 48.86% | 45.95%+2.9pp | 33.72%+15.1pp | 373.66%-324.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $738 | $4,682-84.2% | $3,881-81.0% | $6,712-89.0% |
| Admin fee / account holder | $25 | $4,247-99.4% | $3,070-99.2% | $11,409-99.8% |