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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 | $106,524-96.1% | $152,301-97.3% | $87,485-95.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 37.00% | 26.89%+10.1pp | 80.50%-43.5pp | 26.06%+10.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $684 | $6,525-89.5% | $8,004-91.5% | $4,274-84.0% |
| Admin fee / account holder | $299 | $8,287-96.4% | $14,398-97.9% | $7,775-96.2% |