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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 | $1,702 | $102,609-98.3% | $98,090-98.3% | $138,895-98.8% |
| Participation rate | 76.5% | 82.8%-6.3pp | 81.5%-5.1pp | 79.9%-3.4pp |
| Annual return | 26.29% | 36.44%-10.1pp | 37.05%-10.8pp | 145.39%-119.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $619 | $8,167-92.4% | $7,845-92.1% | $6,396-90.3% |
| Admin fee / account holder | $30 | $11,434-99.7% | $11,815-99.7% | $12,562-99.8% |