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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 | $3,929 | $185,883-97.9% | $170,043-97.7% | $139,466-97.2% |
| Participation rate | 76.5% | 87.8%-11.3pp | 87.0%-10.5pp | 80.3%-3.9pp |
| Annual return | 24.85% | 60.54%-35.7pp | 53.40%-28.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,931 | $11,626-83.4% | $10,410-81.5% | $6,712-71.2% |
| Admin fee / account holder | $75 | $15,393-99.5% | $12,824-99.4% | $11,409-99.3% |