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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 | $1,798 | $77,901-97.7% | $149,717-98.8% | $75,181-97.6% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 20.03% | 31.73%-11.7pp | 134.41%-114.4pp | 160.69%-140.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $743 | $3,411-78.2% | $5,682-86.9% | $4,126-82.0% |
| Admin fee / account holder | $6 | $5,949-99.9% | $13,213-100.0% | $5,650-99.9% |