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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 | $1,831 | $87,132-97.9% | $105,624-98.3% | $80,959-97.7% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 13.84% | 17.03%-3.2pp | 116.20%-102.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $231 | $3,985-94.2% | $5,013-95.4% | $4,300-94.6% |
| Admin fee / account holder | $62 | $8,449-99.3% | $10,961-99.4% | $6,925-99.1% |