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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 | $1,908 | $70,666-97.3% | $169,385-98.9% | $75,181-97.5% |
| Participation rate | 79.4% | 64.8%+14.6pp | 77.2%+2.3pp | 67.2%+12.2pp |
| Annual return | 0.00% | 36.37%-36.4pp | 405.82%-405.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $576 | $2,210-73.9% | $4,012-85.6% | $2,671-78.4% |
| Participant deferral / active EE | $1,207 | $4,308-72.0% | $6,221-80.6% | $4,126-70.8% |
| Admin fee / account holder | $73 | $5,402-98.6% | $9,011-99.2% | $5,650-98.7% |