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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 | $67,894-96.8% | $89,340-97.6% | $82,448-97.4% |
| Participation rate | 75.3% | 64.0%+11.3pp | 69.6%+5.8pp | 68.1%+7.3pp |
| Annual return | 109.51% | 19.21%+90.3pp | 20.57%+88.9pp | 41.64%+67.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $438 | $3,072-85.7% | $3,823-88.5% | $4,139-89.4% |
| Admin fee / account holder | $173 | $5,723-97.0% | $6,704-97.4% | $7,234-97.6% |