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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 | $3,719 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 25.91% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,246 | $5,500-77.3% | $5,072-75.4% | $6,407-80.6% |
| Admin fee / account holder | $282 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |