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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 | $2,262 | $78,672-97.1% | $109,163-97.9% | $85,856-97.4% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 16.70% | 25.09%-8.4pp | 25.75%-9.1pp | 318.58%-301.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,080 | $3,467-68.9% | $4,654-76.8% | $3,952-72.7% |
| Admin fee / account holder | $179 | $5,470-96.7% | $6,754-97.4% | $6,261-97.1% |