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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 | $1,615 | $93,598-98.3% | $135,974-98.8% | $75,173-97.9% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 54.00% | 30.89%+23.1pp | 68.30%-14.3pp | 160.72%-106.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,330 | $6,405-79.2% | $7,760-82.9% | $4,126-67.8% |
| Admin fee / account holder | $95 | $6,978-98.6% | $10,767-99.1% | $5,651-98.3% |