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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 | $1,107 | $81,262-98.6% | $155,602-99.3% | $80,911-98.6% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 12.07% | 33.34%-21.3pp | 64.81%-52.7pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $581 | $3,451-83.2% | $5,629-89.7% | $4,297-86.5% |
| Admin fee / account holder | $28 | $7,992-99.7% | $15,923-99.8% | $6,935-99.6% |