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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 | $99,053-97.4% | $88,179-97.0% | $138,895-98.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 17.01% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $636 | $5,225-87.8% | $4,614-86.2% | $6,396-90.1% |
| Admin fee / account holder | $120 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |