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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 | $1,352 | $125,797-98.9% | $170,057-99.2% | $75,177-98.2% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 35.97% | 27.20%+8.8pp | 53.42%-17.4pp | 160.75%-124.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $962 | $6,838-85.9% | $10,411-90.8% | $4,126-76.7% |
| Admin fee / account holder | $169 | $8,177-97.9% | $12,826-98.7% | $5,651-97.0% |