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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 | $4,927 | $76,407-93.6% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 81.8% | 66.4%+15.4pp | 77.8%+4.1pp | 68.1%+13.8pp |
| Annual return | 16.99% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $659 | $3,214-79.5% | $5,453-87.9% | $4,139-84.1% |
| Admin fee / account holder | $88 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |