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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 | $5,387 | $106,247-94.9% | $96,515-94.4% | $139,466-96.1% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 19.58% | 38.47%-18.9pp | 35.73%-16.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,028 | $4,106-75.0% | $3,740-72.5% | $4,754-78.4% |
| Participant deferral / active EE | $1,028 | $5,456-81.2% | $4,880-78.9% | $6,712-84.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |