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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 | $1,517 | $48,337-96.9% | $67,560-97.8% | $80,959-98.1% |
| Participation rate | 76.1% | 66.4%+9.7pp | 72.9%+3.2pp | 67.7%+8.4pp |
| Annual return | 14.29% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $679 | $2,928-76.8% | $4,004-83.0% | $4,300-84.2% |
| Admin fee / account holder | $31 | $3,695-99.2% | $3,994-99.2% | $6,925-99.6% |