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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 | $1,367 | $76,407-98.2% | $150,298-99.1% | $82,448-98.3% |
| Participation rate | 86.0% | 66.4%+19.6pp | 77.8%+8.2pp | 68.1%+17.9pp |
| Annual return | 22.32% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $640 | $3,214-80.1% | $5,453-88.3% | $4,139-84.5% |
| Admin fee / account holder | $243 | $6,352-96.2% | $14,116-98.3% | $7,234-96.6% |