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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 | $4,091 | $88,672-95.4% | $105,223-96.1% | $82,448-95.0% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 21.99% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,000 | $4,036-75.2% | $5,072-80.3% | $4,139-75.8% |
| Admin fee / account holder | $105 | $7,146-98.5% | $8,859-98.8% | $7,234-98.6% |