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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 | $2,560 | $81,358-96.9% | $155,556-98.4% | $80,959-96.8% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 13.68% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $900 | $3,455-74.0% | $5,631-84.0% | $4,300-79.1% |
| Admin fee / account holder | $246 | $7,994-96.9% | $15,885-98.5% | $6,925-96.5% |