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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 | $1,946 | $58,493-96.7% | $84,021-97.7% | $72,975-97.3% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.6pp | 69.5%+15.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $795 | $1,163-31.7% | $1,984-59.9% | $2,440-67.4% |
| Participant deferral / active EE | $825 | $2,394-65.5% | $3,239-74.5% | $3,608-77.1% |
| Admin fee / account holder | $5 | $4,569-99.9% | $6,102-99.9% | $5,124-99.9% |