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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 | $1,157 | $69,515-98.3% | $86,868-98.7% | $85,856-98.7% |
| Participation rate | 92.2% | 66.3%+25.8pp | 71.6%+20.5pp | 69.3%+22.8pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.53%-63.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $552 | $1,880-70.6% | $2,496-77.9% | $2,565-78.5% |
| Participant deferral / active EE | $668 | $2,919-77.1% | $3,699-82.0% | $3,952-83.1% |
| Admin fee / account holder | $2 | $5,972-100.0% | $5,829-100.0% | $6,261-100.0% |