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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 | $2,440 | $112,729-97.8% | $98,716-97.5% | $137,256-98.2% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.3%+7.2pp | 80.0%-3.5pp |
| Annual return | 18.69% | 38.48%-19.8pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $792 | $4,640-82.9% | $4,048-80.4% | $6,407-87.6% |
| Admin fee / account holder | $183 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |