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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 | $2,248 | $55,902-96.0% | $76,030-97.0% | $80,959-97.2% |
| Participation rate | 83.3% | 62.1%+21.3pp | 69.1%+14.3pp | 67.7%+15.7pp |
| Annual return | 10.66% | 20.59%-9.9pp | 361.54%-350.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $973 | $3,051-68.1% | $4,257-77.1% | $4,300-77.4% |
| Admin fee / account holder | $46 | $5,239-99.1% | $6,421-99.3% | $6,925-99.3% |