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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 | $1,070 | $63,703-98.3% | $93,063-98.9% | $82,448-98.7% |
| Participation rate | 91.3% | 63.8%+27.5pp | 72.1%+19.2pp | 68.1%+23.2pp |
| Annual return | 22.51% | -775.43%+797.9pp | 34.15%-11.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $465 | $2,919-84.1% | $3,958-88.3% | $4,139-88.8% |
| Admin fee / account holder | $63 | $5,982-99.0% | $6,033-99.0% | $7,234-99.1% |