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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 | $1,381 | $115,225-98.8% | $100,712-98.6% | $138,895-99.0% |
| Participation rate | 86.4% | 74.3%+12.0pp | 69.3%+17.1pp | 79.9%+6.4pp |
| Annual return | 20.08% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $332 | $4,699-92.9% | $4,085-91.9% | $6,396-94.8% |
| Admin fee / account holder | $148 | $10,844-98.6% | $9,256-98.4% | $12,562-98.8% |