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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 | $1,024 | $81,331-98.7% | $155,534-99.3% | $80,935-98.7% |
| Participation rate | 89.2% | 66.3%+22.9pp | 78.2%+11.0pp | 67.7%+21.5pp |
| Annual return | 16.00% | 33.37%-17.4pp | 64.92%-48.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $819 | $3,454-76.3% | $5,630-85.5% | $4,299-81.0% |
| Admin fee / account holder | $70 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |