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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 | $3,158 | $84,236-96.3% | $170,435-98.1% | $70,126-95.5% |
| Participation rate | 85.5% | 70.8%+14.7pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 17.68% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $709 | $3,086-77.0% | $4,939-85.7% | $3,332-78.7% |
| Admin fee / account holder | $254 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |