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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 | $515 | $112,729-99.5% | $98,716-99.5% | $137,256-99.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 21.39% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $225 | $4,640-95.1% | $4,048-94.4% | $6,407-96.5% |
| Admin fee / account holder | $136 | $10,129-98.7% | $8,703-98.4% | $12,270-98.9% |