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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 | $1,500 | $78,197-98.1% | $98,090-98.5% | $82,637-98.2% |
| Participation rate | 76.3% | 77.5%-1.2pp | 81.5%-5.3pp | 68.1%+8.2pp |
| Annual return | 25.59% | 40.25%-14.7pp | 37.05%-11.5pp | 53.51%-27.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $289 | $6,636-95.7% | $7,845-96.3% | $4,126-93.0% |
| Admin fee / account holder | $16 | $14,832-99.9% | $11,815-99.9% | $7,339-99.8% |