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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 | $1,875 | $63,703-97.1% | $93,063-98.0% | $82,448-97.7% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.1%+24.5pp |
| Annual return | 36.63% | -775.43%+812.1pp | 34.15%+2.5pp | 41.64%-5.0pp |
| Employer contribution / active EE | $1,621 | $1,729-6.2% | $2,476-34.5% | $2,551-36.5% |
| Participant deferral / active EE | $511 | $2,919-82.5% | $3,958-87.1% | $4,139-87.7% |
| Admin fee / account holder | $212 | $5,982-96.5% | $6,033-96.5% | $7,234-97.1% |