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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 | $4,391 | $81,358-94.6% | $155,556-97.2% | $80,959-94.6% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 22.23% | 33.39%-11.2pp | 64.84%-42.6pp | 35.67%-13.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $806 | $3,455-76.7% | $5,631-85.7% | $4,300-81.3% |
| Admin fee / account holder | $36 | $7,994-99.6% | $15,885-99.8% | $6,925-99.5% |