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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 | $1,163 | $51,638-97.7% | $68,368-98.3% | $82,448-98.6% |
| Participation rate | 77.1% | 63.6%+13.5pp | 73.8%+3.4pp | 68.1%+9.1pp |
| Annual return | 28.89% | 37.53%-8.6pp | 292.57%-263.7pp | 41.64%-12.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $467 | $2,914-84.0% | $4,123-88.7% | $4,139-88.7% |
| Admin fee / account holder | $25 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |