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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 | $15,996 | $91,559-82.5% | $133,971-88.1% | $79,852-80.0% |
| Participation rate | 83.0% | 73.3%+9.7pp | 79.8%+3.2pp | 69.6%+13.4pp |
| Annual return | 13.24% | 61.85%-48.6pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $800 | $3,734-78.6% | $5,047-84.2% | $3,740-78.6% |
| Admin fee / account holder | $31 | $6,321-99.5% | $8,929-99.6% | $5,306-99.4% |