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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 | $3,806 | $161,352-97.6% | $134,172-97.2% | $137,256-97.2% |
| Participation rate | 76.9% | 78.3%-1.4pp | 72.5%+4.5pp | 80.0%-3.0pp |
| Annual return | 16.36% | 28.72%-12.4pp | 25.30%-8.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,034 | $5,552-81.4% | $4,690-77.9% | $6,407-83.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |