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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 | $12,508 | $212,386-94.1% | $199,883-93.7% | $138,895-91.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 20.89% | 47.75%-26.9pp | 43.81%-22.9pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,366 | $9,617-75.4% | $9,138-74.1% | $6,396-63.0% |
| Admin fee / account holder | $1 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |