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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 | $11,860 | $157,276-92.5% | $141,177-91.6% | $152,885-92.2% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 21.73% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,420 | $7,110-80.0% | $6,710-78.8% | $5,851-75.7% |
| Admin fee / account holder | $10 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |