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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 | $93,345-97.4% | $119,126-98.0% | $87,485-97.3% |
| Participation rate | 88.6% | 68.7%+19.9pp | 75.8%+12.9pp | 68.9%+19.7pp |
| Annual return | 26.30% | 19.08%+7.2pp | 282.11%-255.8pp | 26.06%+0.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $828 | $4,099-79.8% | $5,318-84.4% | $4,274-80.6% |
| Admin fee / account holder | $19 | $8,039-99.8% | $10,693-99.8% | $7,775-99.8% |