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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 | $1,295 | $63,703-98.0% | $93,063-98.6% | $82,448-98.4% |
| Participation rate | 78.9% | 63.8%+15.1pp | 72.1%+6.8pp | 68.1%+10.9pp |
| Annual return | 16.67% | -775.43%+792.1pp | 34.15%-17.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $246 | $2,919-91.6% | $3,958-93.8% | $4,139-94.1% |
| Admin fee / account holder | $190 | $5,982-96.8% | $6,033-96.9% | $7,234-97.4% |