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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 | $4,335 | $174,379-97.5% | $152,093-97.1% | $138,895-96.9% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 22.51% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $987 | $6,159-84.0% | $5,451-81.9% | $6,396-84.6% |
| Admin fee / account holder | $217 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |