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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 | $641 | $93,598-99.3% | $135,974-99.5% | $75,173-99.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 17.87% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $134 | $6,405-97.9% | $7,760-98.3% | $4,126-96.7% |
| Admin fee / account holder | $22 | $6,978-99.7% | $10,767-99.8% | $5,651-99.6% |