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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 | $2,196 | $100,139-97.8% | $85,187-97.4% | $145,884-98.5% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.09% | 84.15%-73.1pp | 66.67%-55.6pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $839 | $5,296-84.2% | $4,525-81.5% | $6,690-87.5% |
| Admin fee / account holder | $264 | $7,262-96.4% | $6,162-95.7% | $13,392-98.0% |