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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 | $1,126 | $92,798-98.8% | $96,707-98.8% | $137,256-99.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 32.20% | 31.24%+1.0pp | 34.78%-2.6pp | 220.34%-188.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $596 | $5,877-89.9% | $5,997-90.1% | $6,407-90.7% |
| Admin fee / account holder | $139 | $7,946-98.3% | $7,503-98.2% | $12,270-98.9% |