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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 | $2,158 | $129,737-98.3% | $119,126-98.2% | $154,746-98.6% |
| Participation rate | 72.2% | 78.9%-6.6pp | 75.8%-3.5pp | 80.7%-8.5pp |
| Annual return | 20.08% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,033 | $5,842-82.3% | $5,318-80.6% | $6,730-84.7% |
| Admin fee / account holder | $245 | $11,961-97.9% | $10,693-97.7% | $14,365-98.3% |