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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 | $63,354-98.3% | $94,105-98.9% | $82,637-98.7% |
| Participation rate | 91.3% | 63.8%+27.5pp | 71.9%+19.4pp | 68.1%+23.2pp |
| Annual return | 22.51% | 34.36%-11.9pp | 204.55%-182.0pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $465 | $2,873-83.8% | $3,881-88.0% | $4,126-88.7% |
| Admin fee / account holder | $63 | $5,073-98.8% | $6,199-99.0% | $7,339-99.1% |