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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 | $5,043 | $112,729-95.5% | $98,716-94.9% | $137,256-96.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 21.76% | 38.48%-16.7pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $937 | $4,640-79.8% | $4,048-76.9% | $6,407-85.4% |
| Admin fee / account holder | $45 | $10,129-99.6% | $8,703-99.5% | $12,270-99.6% |