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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 | $2,161 | $69,273-96.9% | $90,796-97.6% | $82,637-97.4% |
| Participation rate | 75.3% | 64.0%+11.3pp | 69.5%+5.8pp | 68.1%+7.3pp |
| Annual return | 109.51% | 18.37%+91.1pp | 19.29%+90.2pp | 53.51%+56.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $438 | $3,047-85.6% | $3,822-88.5% | $4,126-89.4% |
| Admin fee / account holder | $173 | $5,511-96.9% | $7,024-97.5% | $7,339-97.6% |