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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 | $2,611 | $97,125-97.3% | $86,233-97.0% | $137,256-98.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 17.01% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $636 | $5,180-87.7% | $4,559-86.0% | $6,407-90.1% |
| Admin fee / account holder | $120 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |