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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 | $2,656 | $185,883-98.6% | $170,043-98.4% | $139,466-98.1% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 58.75% | 60.54%-1.8pp | 53.40%+5.4pp | 373.66%-314.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,757 | $11,626-84.9% | $10,410-83.1% | $6,712-73.8% |
| Admin fee / account holder | $62 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |