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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 | $4,509 | $87,106-94.8% | $105,607-95.7% | $80,935-94.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.7%+4.3pp |
| Annual return | 11.06% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $922 | $3,986-76.9% | $5,011-81.6% | $4,299-78.6% |
| Admin fee / account holder | $270 | $8,447-96.8% | $10,958-97.5% | $6,924-96.1% |