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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 | $4,440 | $50,554-91.2% | $67,681-93.4% | $87,485-94.9% |
| Participation rate | 75.0% | 67.7%+7.3pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 22.64% | 17.81%+4.8pp | 590.58%-567.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $720 | $2,961-75.7% | $3,976-81.9% | $4,274-83.1% |
| Admin fee / account holder | $68 | $4,132-98.4% | $6,100-98.9% | $7,775-99.1% |