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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 | $1,094 | $77,908-98.6% | $149,696-99.3% | $75,173-98.5% |
| Participation rate | 71.1% | 65.6%+5.5pp | 78.8%-7.7pp | 67.2%+3.8pp |
| Annual return | 13.48% | 31.73%-18.2pp | 134.46%-121.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $603 | $3,411-82.3% | $5,682-89.4% | $4,126-85.4% |
| Admin fee / account holder | $81 | $5,950-98.6% | $13,212-99.4% | $5,651-98.6% |