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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 | $5,239 | $208,088-97.5% | $186,193-97.2% | $154,746-96.6% |
| Participation rate | 78.3% | 80.0%-1.7pp | 77.1%+1.1pp | 80.7%-2.4pp |
| Annual return | 23.39% | 89.97%-66.6pp | 78.03%-54.6pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $998 | $7,078-85.9% | $6,513-84.7% | $6,730-85.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |