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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 | $3,764 | $178,174-97.9% | $156,181-97.6% | $137,256-97.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 28.06% | 84.19%-56.1pp | 64.87%-36.8pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,288 | $6,888-81.3% | $6,132-79.0% | $6,407-79.9% |
| Admin fee / account holder | $103 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |