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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 | $14,709 | $105,856-86.1% | $90,161-83.7% | $147,586-90.0% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 20.37% | 37.63%-17.3pp | 34.89%-14.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $819 | $4,126-80.2% | $3,318-75.3% | $4,876-83.2% |
| Participant deferral / active EE | $1,545 | $5,733-73.1% | $5,287-70.8% | $5,439-71.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |