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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 | $2,021 | $98,766-98.0% | $149,730-98.6% | $79,852-97.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 18.04% | 27.43%-9.4pp | 276.70%-258.7pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,009 | $5,681-82.2% | $6,843-85.3% | $3,740-73.0% |
| Admin fee / account holder | $170 | $6,052-97.2% | $9,310-98.2% | $5,306-96.8% |