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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 | $12,441 | $165,381-92.5% | $149,730-91.7% | $158,966-92.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 11.86% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,255 | $7,182-82.5% | $6,843-81.7% | $5,983-79.0% |
| Admin fee / account holder | $117 | $10,809-98.9% | $9,310-98.7% | $11,250-99.0% |