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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 | $4,204 | $185,905-97.7% | $170,057-97.5% | $139,487-97.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 20.78% | 60.56%-39.8pp | 53.42%-32.6pp | 373.84%-353.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,211 | $11,627-89.6% | $10,411-88.4% | $6,713-82.0% |
| Admin fee / account holder | $14 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |