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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 | $94,436-93.9% | $115,599-95.0% | $82,637-93.0% |
| Participation rate | 70.4% | 70.4%-0.1pp | 74.3%-3.9pp | 68.1%+2.3pp |
| Annual return | 15.44% | 18.37%-2.9pp | 111.10%-95.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $807 | $3,955-79.6% | $4,889-83.5% | $4,126-80.4% |
| Admin fee / account holder | $179 | $10,328-98.3% | $12,841-98.6% | $7,339-97.6% |