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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 | $19,579 | $212,386-90.8% | $199,883-90.2% | $138,895-85.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 15.93% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $531 | $9,617-94.5% | $9,138-94.2% | $6,396-91.7% |
| Admin fee / account holder | $80 | $18,233-99.6% | $17,268-99.5% | $12,562-99.4% |