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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 | $5,760 | $94,031-93.9% | $115,768-95.0% | $82,448-93.0% |
| Participation rate | 70.4% | 70.4%0pp | 74.4%-4.0pp | 68.1%+2.3pp |
| Annual return | 15.44% | 20.61%-5.2pp | 100.46%-85.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $807 | $3,972-79.7% | $4,917-83.6% | $4,139-80.5% |
| Admin fee / account holder | $179 | $10,249-98.3% | $12,439-98.6% | $7,234-97.5% |