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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 | $1,013 | $70,666-98.6% | $169,385-99.4% | $75,181-98.7% |
| Participation rate | 88.1% | 64.8%+23.3pp | 77.2%+10.9pp | 67.2%+20.9pp |
| Annual return | 26.05% | 36.37%-10.3pp | 405.82%-379.8pp | 160.69%-134.6pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $839 | $4,308-80.5% | $6,221-86.5% | $4,126-79.7% |
| Admin fee / account holder | $228 | $5,402-95.8% | $9,011-97.5% | $5,650-96.0% |