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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 | $1,477 | $106,749-98.6% | $145,433-99.0% | $82,448-98.2% |
| Participation rate | 75.3% | 75.6%-0.3pp | 82.1%-6.8pp | 68.1%+7.2pp |
| Annual return | 18.73% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $599 | $6,519-90.8% | $7,897-92.4% | $4,139-85.5% |
| Admin fee / account holder | $92 | $8,390-98.9% | $13,129-99.3% | $7,234-98.7% |