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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 | $7,182 | $101,950-93.0% | $125,529-94.3% | $86,983-91.7% |
| Participation rate | 71.4% | 70.2%+1.3pp | 74.7%-3.3pp | 69.5%+1.9pp |
| Annual return | 16.31% | 18.29%-2.0pp | 202.56%-186.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $926 | $3,862-76.0% | $4,813-80.8% | $4,194-77.9% |
| Admin fee / account holder | $166 | $12,791-98.7% | $16,298-99.0% | $7,856-97.9% |