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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 | $24,321 | $223,823-89.1% | $211,142-88.5% | $154,746-84.3% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 17.75% | 50.39%-32.6pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,905 | $9,750-80.5% | $9,284-79.5% | $6,730-71.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |