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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 | $1,002 | $43,496-97.7% | $161,489-99.4% | $64,340-98.4% |
| Participation rate | 78.5% | 53.5%+24.9pp | 78.7%-0.2pp | 55.2%+23.2pp |
| Annual return | 28.52% | 20.76%+7.8pp | 89.72%-61.2pp | 24.14%+4.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $637 | $1,996-68.1% | $5,630-88.7% | $2,980-78.6% |
| Admin fee / account holder | $98 | $2,330-95.8% | $16,006-99.4% | $3,703-97.4% |