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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 | $13,946 | $103,392-86.5% | $87,104-84.0% | $152,897-90.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 19.16% | 28.10%-8.9pp | 28.19%-9.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $366 | $4,778-92.3% | $4,048-91.0% | $5,851-93.7% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |