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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 | $4,175 | $106,749-96.1% | $145,433-97.1% | $82,448-94.9% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 37.00% | 27.59%+9.4pp | 66.58%-29.6pp | 41.64%-4.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $684 | $6,519-89.5% | $7,897-91.3% | $4,139-83.5% |
| Admin fee / account holder | $299 | $8,390-96.4% | $13,129-97.7% | $7,234-95.9% |