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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 | $16,369 | $48,364-66.2% | $71,796-77.2% | $62,881-74.0% |
| Participation rate | 88.0% | 60.6%+27.4pp | 69.1%+18.9pp | 69.3%+18.7pp |
| Annual return | 7.05% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $764 | $2,091-63.5% | $2,794-72.7% | $3,203-76.2% |
| Admin fee / account holder | $45 | $3,771-98.8% | $4,815-99.1% | $4,296-98.9% |