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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 | $2,026 | $85,060-97.6% | $70,548-97.1% | $139,456-98.5% |
| Participation rate | 73.7% | 73.9%-0.2pp | 68.3%+5.3pp | 80.3%-6.6pp |
| Annual return | 36.95% | 30.38%+6.6pp | 32.78%+4.2pp | 373.45%-336.5pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $971 | $5,890-83.5% | $4,567-78.7% | $6,711-85.5% |
| Admin fee / account holder | $55 | $8,925-99.4% | $6,424-99.1% | $11,407-99.5% |