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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 | $9,859 | $160,028-93.8% | $147,080-93.3% | $145,884-93.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.53% | 98.60%-86.1pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,145 | $8,422-86.4% | $8,066-85.8% | $6,690-82.9% |
| Admin fee / account holder | $282 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |