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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 | $7,579 | $129,737-94.2% | $119,126-93.6% | $154,746-95.1% |
| Participation rate | 86.7% | 78.9%+7.8pp | 75.8%+10.9pp | 80.7%+6.0pp |
| Annual return | 21.31% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,528 | $5,842-73.8% | $5,318-71.3% | $6,730-77.3% |
| Admin fee / account holder | $112 | $11,961-99.1% | $10,693-99.0% | $14,365-99.2% |