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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 | $1,963 | $51,638-96.2% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 74.3% | 63.6%+10.7pp | 73.8%+0.5pp | 68.1%+6.2pp |
| Annual return | 23.74% | 37.53%-13.8pp | 292.57%-268.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $429 | $2,914-85.3% | $4,123-89.6% | $4,139-89.6% |
| Admin fee / account holder | $74 | $4,643-98.4% | $5,150-98.6% | $7,234-99.0% |