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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 | $1,194 | $106,864-98.9% | $147,318-99.2% | $82,637-98.6% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 18.30% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $628 | $6,496-90.3% | $7,906-92.1% | $4,126-84.8% |
| Admin fee / account holder | $297 | $8,415-96.5% | $13,708-97.8% | $7,339-96.0% |