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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 | $4,451 | $111,814-96.0% | $103,374-95.7% | $145,959-97.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.68% | 24.77%-4.1pp | 24.89%-4.2pp | 561.95%-541.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $854 | $5,618-84.8% | $5,058-83.1% | $6,689-87.2% |
| Admin fee / account holder | $271 | $9,754-97.2% | $8,394-96.8% | $13,398-98.0% |