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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 | $1,633 | $101,618-98.4% | $93,063-98.2% | $137,256-98.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 10.89% | 223.95%-213.1pp | 34.15%-23.3pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $498 | $4,279-88.4% | $3,958-87.4% | $6,407-92.2% |
| Admin fee / account holder | $141 | $6,198-97.7% | $6,033-97.7% | $12,270-98.8% |