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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 | $9,170 | $115,903-92.1% | $100,528-90.9% | $158,966-94.2% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 9.45% | 34.80%-25.4pp | 30.90%-21.4pp | 302.95%-293.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $808 | $6,677-87.9% | $6,271-87.1% | $5,983-86.5% |
| Admin fee / account holder | $142 | $11,000-98.7% | $8,084-98.2% | $11,250-98.7% |