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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 | $2,024 | $115,225-98.2% | $100,712-98.0% | $138,895-98.5% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 20.92% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $767 | $4,699-83.7% | $4,085-81.2% | $6,396-88.0% |
| Admin fee / account holder | $62 | $10,844-99.4% | $9,256-99.3% | $12,562-99.5% |