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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 | $1,752 | $48,011-96.4% | $63,803-97.3% | $82,637-97.9% |
| Participation rate | 92.6% | 66.6%+26.0pp | 72.7%+19.9pp | 68.1%+24.5pp |
| Annual return | 17.83% | 19.84%-2.0pp | 543.72%-525.9pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $796 | $2,846-72.0% | $3,843-79.3% | $4,126-80.7% |
| Admin fee / account holder | $262 | $3,873-93.2% | $5,196-95.0% | $7,339-96.4% |