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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 | $2,032 | $108,882-98.1% | $96,754-97.9% | $154,746-98.7% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 16.93% | 98.39%-81.5pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $887 | $5,323-83.3% | $4,758-81.3% | $6,730-86.8% |
| Admin fee / account holder | $189 | $10,200-98.1% | $8,905-97.9% | $14,365-98.7% |