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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 | $1,631 | $106,749-98.5% | $145,433-98.9% | $82,448-98.0% |
| Participation rate | 78.8% | 75.6%+3.1pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 16.65% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $561 | $6,519-91.4% | $7,897-92.9% | $4,139-86.4% |
| Admin fee / account holder | $188 | $8,390-97.8% | $13,129-98.6% | $7,234-97.4% |