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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 | $3,028 | $152,612-98.0% | $125,192-97.6% | $152,897-98.0% |
| Participation rate | 78.9% | 83.3%-4.4pp | 79.8%-0.8pp | 82.5%-3.5pp |
| Annual return | 14.05% | 54.85%-40.8pp | 43.79%-29.7pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,360 | $5,868-76.8% | $4,937-72.4% | $5,851-76.7% |
| Admin fee / account holder | $220 | $13,437-98.4% | $9,704-97.7% | $11,599-98.1% |