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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 | $102,938-98.4% | $94,105-98.3% | $138,895-98.8% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 10.89% | 250.28%-239.4pp | 204.55%-193.7pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $498 | $4,196-88.1% | $3,881-87.2% | $6,396-92.2% |
| Admin fee / account holder | $141 | $6,600-97.9% | $6,199-97.7% | $12,562-98.9% |