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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 | $1,825 | $81,276-97.8% | $155,574-98.8% | $80,925-97.7% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.7%+3.1pp |
| Annual return | 14.48% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $704 | $3,453-79.6% | $5,629-87.5% | $4,299-83.6% |
| Admin fee / account holder | $160 | $7,993-98.0% | $15,914-99.0% | $6,940-97.7% |