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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 | $1,697 | $56,054-97.0% | $171,082-99.0% | $62,881-97.3% |
| Participation rate | 92.9% | 62.9%+30.0pp | 76.7%+16.2pp | 69.3%+23.6pp |
| Annual return | 8.75% | 22.52%-13.8pp | 32.56%-23.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $700 | $3,158-77.8% | $4,797-85.4% | $3,203-78.1% |
| Admin fee / account holder | $8 | $3,647-99.8% | $8,520-99.9% | $4,296-99.8% |