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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 | $1,389 | $77,814-98.2% | $158,223-99.1% | $86,983-98.4% |
| Participation rate | 82.9% | 68.4%+14.5pp | 79.2%+3.7pp | 69.5%+13.4pp |
| Annual return | 27.63% | 30.54%-2.9pp | 52.09%-24.5pp | 25.83%+1.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $595 | $3,270-81.8% | $5,467-89.1% | $4,194-85.8% |
| Admin fee / account holder | $100 | $5,879-98.3% | $16,047-99.4% | $7,856-98.7% |