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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 | $25,089 | $81,208-69.1% | $98,920-74.6% | $79,856-68.6% |
| Participation rate | 70.6% | 72.5%-1.9pp | 76.0%-5.4pp | 69.6%+0.9pp |
| Annual return | 13.58% | 60.99%-47.4pp | 196.47%-182.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $777 | $3,265-76.2% | $4,245-81.7% | $3,741-79.2% |
| Admin fee / account holder | $91 | $6,013-98.5% | $6,643-98.6% | $5,306-98.3% |