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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 | $2,096 | $132,634-98.4% | $115,768-98.2% | $137,256-98.5% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.4%-3.8pp | 80.0%-9.4pp |
| Annual return | 31.95% | 160.70%-128.7pp | 100.46%-68.5pp | 220.34%-188.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $703 | $5,619-87.5% | $4,917-85.7% | $6,407-89.0% |
| Admin fee / account holder | $297 | $15,028-98.0% | $12,439-97.6% | $12,270-97.6% |