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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 | $4,128 | $162,812-97.5% | $133,971-96.9% | $158,966-97.4% |
| Participation rate | 78.6% | 83.2%-4.7pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,345 | $4,976-73.0% | $3,919-65.7% | $4,762-71.8% |
| Participant deferral / active EE | $1,629 | $5,910-72.4% | $5,047-67.7% | $5,983-72.8% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |