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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 | $2,859 | $99,053-97.1% | $88,179-96.8% | $138,895-97.9% |
| Participation rate | 77.8% | 74.2%+3.5pp | 69.1%+8.6pp | 79.9%-2.1pp |
| Annual return | 14.13% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $374 | $5,225-92.8% | $4,614-91.9% | $6,396-94.1% |
| Admin fee / account holder | $136 | $8,748-98.4% | $7,673-98.2% | $12,562-98.9% |