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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 | $2,677 | $174,379-98.5% | $152,093-98.2% | $138,895-98.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 20.95% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $702 | $6,159-88.6% | $5,451-87.1% | $6,396-89.0% |
| Admin fee / account holder | $82 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |