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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 | $2,077 | $73,955-97.2% | $96,520-97.8% | $75,181-97.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.81% | 26.72%-11.9pp | 35.72%-20.9pp | 160.69%-145.9pp |
| Employer contribution / active EE | $881 | $2,930-69.9% | $3,739-76.4% | $2,671-67.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $37 | $5,217-99.3% | $6,733-99.5% | $5,650-99.3% |