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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 | $3,420 | $87,166-96.1% | $76,735-95.5% | $137,256-97.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 28.69% | 26.50%+2.2pp | 29.77%-1.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $753 | $4,726-84.1% | $4,088-81.6% | $6,407-88.2% |
| Admin fee / account holder | $172 | $8,403-98.0% | $7,189-97.6% | $12,270-98.6% |