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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 | $1,422 | $172,111-99.2% | $150,298-99.1% | $137,256-99.0% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 27.43% | 69.37%-41.9pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $531 | $6,166-91.4% | $5,453-90.3% | $6,407-91.7% |
| Admin fee / account holder | $13 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |