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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 | $9,003 | $148,582-93.9% | $135,942-93.4% | $139,456-93.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.52% | 79.26%-59.7pp | 68.28%-48.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $885 | $8,101-89.1% | $7,759-88.6% | $6,711-86.8% |
| Admin fee / account holder | $223 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |