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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 | $2,707 | $124,330-97.8% | $109,173-97.5% | $167,536-98.4% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 17.25% | 26.04%-8.8pp | 25.75%-8.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,394 | $5,256-73.5% | $4,654-70.0% | $6,342-78.0% |
| Admin fee / account holder | $69 | $7,974-99.1% | $6,755-99.0% | $12,315-99.4% |