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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 | $1,908 | $39,028-95.1% | $80,741-97.6% | $85,856-97.8% |
| Participation rate | 91.5% | 41.6%+49.9pp | 54.2%+37.3pp | 69.3%+22.2pp |
| Annual return | 17.37% | 26.31%-8.9pp | 87.30%-69.9pp | 318.58%-301.2pp |
| Employer contribution / active EE | $180 | $722-75.1% | $1,160-84.5% | $2,565-93.0% |
| Participant deferral / active EE | $219 | $1,326-83.5% | $2,145-89.8% | $3,952-94.5% |
| Admin fee / account holder | $150 | $2,429-93.8% | $3,380-95.6% | $6,261-97.6% |