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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 | $1,402 | $81,331-98.3% | $155,534-99.1% | $80,935-98.3% |
| Participation rate | 84.8% | 66.3%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 15.26% | 33.37%-18.1pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $620 | $3,454-82.0% | $5,630-89.0% | $4,299-85.6% |
| Admin fee / account holder | $176 | $7,999-97.8% | $15,900-98.9% | $6,924-97.5% |