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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 | $3,291 | $172,111-98.1% | $150,298-97.8% | $137,256-97.6% |
| Participation rate | 76.2% | 81.7%-5.5pp | 77.8%-1.6pp | 80.0%-3.8pp |
| Annual return | 25.50% | 69.37%-43.9pp | 62.79%-37.3pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $851 | $6,166-86.2% | $5,453-84.4% | $6,407-86.7% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |