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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 | $2,411 | $156,398-98.5% | $147,318-98.4% | $138,895-98.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 30.11% | 78.75%-48.6pp | 70.43%-40.3pp | 145.39%-115.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,266 | $8,237-84.6% | $7,906-84.0% | $6,396-80.2% |
| Admin fee / account holder | $104 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |