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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 | $3,851 | $89,259-95.7% | $107,187-96.4% | $82,637-95.3% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.1pp | 68.1%+13.0pp |
| Annual return | 28.53% | 21.02%+7.5pp | 204.55%-176.0pp | 53.51%-25.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,200 | $4,037-70.3% | $5,096-76.5% | $4,126-70.9% |
| Admin fee / account holder | $43 | $7,381-99.4% | $9,162-99.5% | $7,339-99.4% |