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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 | $2,684 | $87,059-96.9% | $105,608-97.5% | $80,925-96.7% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 16.48% | 17.05%-0.6pp | 116.50%-100.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,278 | $3,986-67.9% | $5,010-74.5% | $4,299-70.3% |
| Admin fee / account holder | $3 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |