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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 | $8,885 | $178,174-95.0% | $156,181-94.3% | $137,256-93.5% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 29.64% | 84.19%-54.5pp | 64.87%-35.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,210 | $6,888-82.4% | $6,132-80.3% | $6,407-81.1% |
| Admin fee / account holder | $286 | $17,404-98.4% | $14,586-98.0% | $12,270-97.7% |