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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 | $2,397 | $88,672-97.3% | $105,223-97.7% | $82,448-97.1% |
| Participation rate | 88.6% | 67.9%+20.7pp | 75.0%+13.6pp | 68.1%+20.6pp |
| Annual return | 26.30% | 30.86%-4.6pp | 180.65%-154.3pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $828 | $4,036-79.5% | $5,072-83.7% | $4,139-80.0% |
| Admin fee / account holder | $19 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |