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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 | $73,107-98.2% | $114,563-98.9% | $87,485-98.5% |
| Participation rate | 78.9% | 65.8%+13.2pp | 72.9%+6.0pp | 68.9%+10.0pp |
| Annual return | 16.67% | 19.47%-2.8pp | 241.09%-224.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $246 | $3,144-92.2% | $4,142-94.1% | $4,274-94.2% |
| Admin fee / account holder | $190 | $5,770-96.7% | $7,623-97.5% | $7,775-97.6% |