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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 | $1,606 | $51,638-96.9% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 83.3% | 63.6%+19.7pp | 73.8%+9.6pp | 68.1%+15.3pp |
| Annual return | 33.38% | 37.53%-4.1pp | 292.57%-259.2pp | 41.64%-8.3pp |
| Employer contribution / active EE | $373 | $2,047-81.8% | $2,649-85.9% | $2,551-85.4% |
| Participant deferral / active EE | $378 | $2,914-87.0% | $4,123-90.8% | $4,139-90.9% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-100.0% | $7,234-100.0% |