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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 | $1,096 | $97,125-98.9% | $86,233-98.7% | $137,256-99.2% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.0%+13.6pp | 80.0%+2.6pp |
| Annual return | 23.41% | 74.19%-50.8pp | 61.39%-38.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $551 | $5,180-89.4% | $4,559-87.9% | $6,407-91.4% |
| Admin fee / account holder | $240 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |