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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 | $4,333 | $50,554-91.4% | $67,681-93.6% | $87,485-95.0% |
| Participation rate | 78.7% | 67.7%+11.0pp | 73.7%+5.0pp | 68.9%+9.8pp |
| Annual return | 21.60% | 17.81%+3.8pp | 590.58%-569.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $731 | $2,961-75.3% | $3,976-81.6% | $4,274-82.9% |
| Admin fee / account holder | $92 | $4,132-97.8% | $6,100-98.5% | $7,775-98.8% |